China is selling a large amount of U.S. Treasury bonds.
As of January 2025, China holds $760 billion worth of U.S. Treasury securities.
India slightly reduced its US Treasury holdings from $247.2 billion in September 2024 to $225.7 billion in January 2025.
A recent $800B unwind may have caused U.S. yields to jump 20 bps, despite falling stocks—revealing hidden market risks.
