China could shake global markets next week.
They’ve been heavily reducing foreign asset holdings with the U.S. Treasuries now around $683B — the lowest since 2008. That’s raising serious concerns.
So where is the capital moving?
Into gold — and quickly.
From January to November 2025, China cut about $115B in holdings, over 14% in less than a year. Other BRICS nations are also trimming exposure to U.S. debt. This looks bigger than normal portfolio adjustments.
The People’s Bank of China has added gold for 15 straight months, with official reserves near 74M ounces (~$370B). Some analysts believe the real figure could be much higher.
If true, China may rank just behind the U.S. in gold reserves.
Gold’s surge above $5,500 earlier this year signalled a major shift in global trust and capital flows — possibly the biggest since the Cold War.
Stay alert. Position wisely.
#china #GOLD #USDebtMarket #TreasuryDepartment #marketcrash
