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2025-10-10 21:22:10
[Foreign capital continues to withdraw, and the attractiveness of US Treasury bonds faces a severe test] ⑴ As of the week of October 8, the custody holdings of foreign official accounts at the Federal Reserve fell by 0.14%, and the total size fell to US$3.1 trillion. ⑵ Among them, the holdings of Chinese government bonds decreased by 0.16% to US$2.78 trillion, and the holdings of institutional bonds and MBS remained unchanged at US$238.9 billion. ⑶ Holdings of other securities categories remained stable at US$79 billion, but fell sharply by 13.0% year-on-year. ⑷ Year-on-year data showed that the holdings of tradable US Treasury bonds fell sharply by 5.8%, and institutional bonds and MBS plummeted by 24.6%. ⑸ The trend of foreign capital withdrawal continued, reflecting the continued weakening of global investors' preference for US fixed-income assets. ⑹ The continuous decline in custody data highlights the structural challenges faced by US dollar assets in global reserve allocation.
