Treasury Holdings: Who Are the Major Foreign Holders of U.S. Treasury Securities? Currently, the two major foreign holders of U.S. Treasury securities are Japan and China. Japan surpasses China as largest foreign holder of U.S. Treasuries. Image: Department of the Treasury/Federal Reserve Board Click the Image to Enlarge
Foreign Bank Assets and Loans in China This interesting chart shows that foreign banks have a very small footprint in China. Image: Institute of International Finance
Total U.S. Treasury Holdings by Foreigners Japan and China are the two major foreign holders of U.S. Treasury securities. And currently, Japan surpasses China. Image: Bianco Research
Foreign Holdings of U.S. Treasury Securities by Selected Countries Japan and China are the two major foreign holders of U.S. Treasury securities. Currently, Japan surpasses China as largest foreign holder of U.S. Treasuries. Image: Goldman Sachs Global Investment Research
U.S./German 2-Year Yield Spread vs. U.S./Euro Foreign Exchange Rate This chart shows the Euro vs. US Dollar (EUR/USD) and how a wider U.S./German 2-year yield spread corresponds to a stronger US dollar. R² = 0.62 since 2005.
China A-shares Held by Foreign Investors Despite the opening of the Chinese financial markets, foreign investors hold just 3% of of all China A-shares. Image: The Institute of International Finance
Foreign Holders of U.S. Debt Currently, China and Japan hold the most U.S. debt. Image: howmuch.net
Has the United States Ever Imported a Recession from a Single Foreign Country? The biggest U.S. trade partners are: China, Canada, Mexico, Japan, Germany, South Korea, United Kingdom and France. So far, the US has never imported a recession from a single foreign country. A Chinese recession would be bad for the U.S. and the…
Cumulative S&P 500 Buybacks 2009-2019 Are buybacks driving the show? Thanks to tax cuts and low interest rates, corporate stock buybacks are booming. Over the past decade, S&P 500 companies bought back $5 trillion shares, while cumulative flows from households and foreigners are only a drop in the bucket. But what would happend if companies reinvested instead…
Who Owns the U.S. Treasury Market? American institutions and individual investors are big holders. A large part of the treasury market is also owned by foreigners. Image: Bianco Research