China cut its holdings of US Treasuries to $590.7 billion in August 2026, down $27.3 billion from the prior month and the lowest since August 2008. Japan also sold a net $35.6 billion, bringing its holdings to about $1,070 billion. Total foreign holdings still rose to $9,330 billion, helped by purchases from the UK and Canada. The moves come as US public debt tops $40,000 billion, the 30-year Treasury yield reaches 5.43%, and the Fed has raised rates by 0.25 percentage points, while the Treasury plans to at least double buybacks of 10-30 year bonds. Separately, China's central bank added gold for a 23rd consecutive month in September, bringing reserves to 77.47 million ounces, about 2,400 tonnes.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: "Chủ nợ" hàng đầu của Mỹ ồ ạt xả trái phiếu, lượng nắm chạm đáy 18 năm, lo ngại mức nợ công khổng lồ
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DXY
▼ Likely negativeRelevance: medium
| Market | Currencies |
|---|---|
| Close on 10/16/2026 | 101.78 |
| Change that session | -0.20% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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Canada is becoming one of the largest foreign holders of U.S. Treasury securities, and a report from October 17 suggests it could overtake China to become one of the three largest foreign holders before 2028. U.S. Treasury data show Canadian-held Treasuries reached US$464.6 billion in August 2026, up from US$426.3 billion in July, while China's holdings fell to US$590.7 billion from US$618 billion, a gap of about US$126.1 billion. Japan and the United Kingdom remain the two largest holders. However, the figures reflect securities held through Canadian custody accounts, not necessarily by Canadian investors, and there is no conclusive evidence on how much of Canada's total is beneficially owned by Chinese entities. The article stresses that these holdings do not mean the Canadian government is directly lending hundreds of billions of dollars to Washington.
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China's central bank, the People's Bank of China (PBOC), reportedly added 23 tonnes of gold to its reserves in September 2026, its largest monthly purchase in nearly three years and extending its buying streak to 23 consecutive months. According to Nile Post, China's reported gold reserves now total about 2,410 tonnes. The move follows concerns over the vulnerability of dollar- and euro-denominated assets held abroad, a risk highlighted by Western freezes of Russian reserves after the 2022 invasion of Ukraine, while gold held domestically is less exposed to such restrictions. The article argues that this reflects an effort to diversify reserves and reduce dependence on a financial system where Washington and its allies wield considerable influence, rather than an outright shift away from the dollar. Other central banks have also increased purchases, with net buying of about 39 tonnes in August and about 23 tonnes in July, according to the World Gold Council.
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The PBOC is reportedly added 23 tonnes of gold in September 2026, its largest monthly purchase in nearly three years, extending its buying streak to 23 consecutive months and lifting holdings to about 2,410 tonnes. The article says Beijing has taken a cue from Western freezing of Russian reserves after 2022, since dollar- and euro-denominated assets held abroad can be exposed to sanctions, whereas domestically stored gold carries no foreign issuer's liability. It stresses China is not abandoning the dollar but reducing dependence on a system Washington and its allies influence. World Gold Council data showed net central bank purchases of about 39 tonnes in August after 23 tonnes in July. Still, gold pays no interest, can suffer sharp corrections and cannot match the dollar's liquidity or US Treasury markets, and a stronger dollar or higher real rates could weigh on prices.
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