Japan and China’s falling share of foreign holdings in US treasuries… The world is clearly splitting into two blocs — one anchored to the USD, the other gravitating toward gold-backed currency.
Yes ,and the trend goes even deeper.As Japan and China reduce their U.S. Treasury exposure,their reserves are quietly re-anchoring elsewhere.The correlation between Treasuries and global reserves has broken,flows are now moving through Chinese bonds and ultimately into Gold,… pic.twitter.com/0wwRIOnF8P — Macro Liquidity by Sunil Reddy (@Macrobysunil) October 23, 2025 The world is clearly splitting into …