"n 2024, China's foreign direct investment (FDI) saw a significant decline, with actual utilized FDI falling by 27.1% to RMB 826.25 billion (US$115.56 billion). However, the number of newly established foreign-invested enterprises increased by 9.9% to 59,080. "
"China foreign direct investment for 2021 was $344.07B, a 35.95% increase from 2020. China foreign direct investment for 2020 was $253.10B, a 35.22% increase from 2019."
1: Margin call so someone had to sell Bond to raise cash to cover stock loss
2: China and Japan selling bonds
3: Hedge fund "bond carry trade" and now have to unwind
4: Tariff introduce worry of inflation
5: Treasure Auction tomorrow so far has weak instituion demand and thus raise fears
Keep in mind, Bond market is much much much larger than stock market. So, there is a clear run for liquidity right now on the market.
I think Wall Street is forcing Trump's hand. If Bond market collapse, so goes rest of the world.
Per Fed's two mandates. As such, once recession kicks in, Fed has plenty of room to reduce its rates (current at 4.33%) and launch QE
说bond market比股市大得多是好多年前的老黄历了
Likely China is retaliating by selling bonds as selling bonds would weaken Yuan.
It is harder and harder to move dollars outside China. It is understandable China counterattacks.
"n 2024, China's foreign direct investment (FDI) saw a significant decline, with actual utilized FDI falling by 27.1% to RMB 826.25 billion (US$115.56 billion). However, the number of newly established foreign-invested enterprises increased by 9.9% to 59,080. "
"China foreign direct investment for 2021 was $344.07B, a 35.95% increase from 2020. China foreign direct investment for 2020 was $253.10B, a 35.22% increase from 2019."