Ray Dalio has raised concerns about a potential decline in demand for US Treasuries from China and Japan, two of the largest foreign creditors. He noted that both countries have been reducing their holdings due to geopolitical and economic issues. The report has limited confirmation from reliable sources, and the situation poses challenges for the US Treasury market, which has already faced significant volatility this year.
We’ll perform a deep-dive analysis of all sources and publicly available external materials, then prepare a structured timeline of events, an in-depth report explaining the background and context, and multiple perspectives.
