China’s reported US Treasury holdings have fallen to about $680 billion, described as an 18-year low, alongside a stated rise in gold reserves to near 74 million ounces, and the pairing is being framed publicly as a deliberate rotation out of US paper into bullion.
Northern European investors are also reportedly increasingly wary of holding US assets. This comes after Sweden’s largest private pension fund has divested up to $8.8 billion in US Treasuries, marking the most significant withdrawal yet from American government bonds since President Donald Trump’s Greenland crisis erupted.
This is on top of another Danish pension fund reportedly planning to sell all US Treasuries by month-end.
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The decision is repeatedly framed as a credit-risk call, including language that Treasuries have become “too risky to treat as an unquestioned long-duration anchor,” with the stated rationale tied to rising credit risk and linked directly to the current US administration.
READ: Why Greenland Is Now Part Of US Treasury Story
The fund’s chief investment officer is attributed as saying US government finances are not “sustainable,” and the cited drivers bundle fiscal credibility and currency tone, including “weak fiscal discipline” and a “softer US dollar.”
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