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> you don't have to sell your bonds to do that. You can just let your current bonds mature and not roll them

They're selling like $18bn a month [1]. That is 2% of the daily trading volume [2]. Until recently, the Fed was running off 4x as much [3]. (It's still, at $40bn per month, $25bn of which are Treasuries, running off more than China is selling.)

China is diversifying. But they're doing so about as cautiously as one could.

[1] https://www.bloomberg.com/news/articles/2024-05-16/china-sel...

[2] https://www.sifma.org/resources/research/us-treasury-securit...

[3] https://www.reuters.com/markets/us/fed-announces-reduction-b...



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