Japan and the Middle East Are Selling US Bonds: The Global Financial Breaking Point
A structural analysis of how Japan and the Middle East's sale of US bonds is impacting the global financial system. Key Facts: Japan is divesting long-term bonds to support the collapsing Yen. Gulf states are liquidating assets to finance local transformation projects such as Vision 2030. This simultaneous sale disrupts the recoupment cycle that balances US debt and increases US borrowing costs. Capital flows are shifting to the Shanghai International Energy Exchange to bypass the dollar system.