Japan, China Lead Asia’s $7.5 Trillion US Investment Rethink
It’s $7.5 trillion worth of US investments by Asian investors that has been building for the last couple of decades. And so that is what is at stake. What I have been uh reporting on and my colleagues have been reporting on talking to life insuranceers, pension funds, head of trading desks is that there is a sense that we are a pivotal moment in history where this Titanic is finally turning. people are actively questioning should we have that much you know invested in the US and ultimately the US dollar it’s it’s treasuries it’s US stocks and all that and the general consensus is that everyone appears to be moving now remember it’s $7.5 trillion a little bit coming back into this part of the world can have can cause enormous and we’ve seen that we’ve seen it in the Taiwan dollar we’ve seen it in the Sivan treasuries you know in the aftermath of the April 2 tariffs and the consensus is brace for more vault to come this just a start. Uh Ruth, are we right to think about this by geography? Because yes, this has been an ongoing topic of conversation and clearly your big take story sets out very clearly where we’re seeing Asian investors questioning whether they want to send all that money to the United States. But I suppose the more immediate dynamic is it just that in lots of geographies around the world, investors are questioning whether they want long-end exposure to government debt, whether they’re nervous about fiscal sustainability. And in that sense, maybe it’s not really about doltoriization. This story today, this week, last week is really just about concerns around sustainability of government debt. Absolutely. And it is a global story. It’s not purely a US- ccentric story. Although Trump’s policies on trade in particular and rewiring the US economy is obviously exacerbating and augmenting the risks here but definitely there is a soul surging among rates traders and um you know the term that we all know bond vigilantes are they actually gaining in power when all these dynamics are in play certainly certainly there is a case to be made that it is a global story inflation fears are everywhere and particularly in Asia that’s why we’re seeing you know currencies like the Taiwan dollar that has been weak for such a long time you know and where rates are low and all that are definitely feeling more of an impact in South Korea that’s another good example Oh.
As President Donald Trump tries to upend the global trade order and remake the US economy, the logic behind $7.5 trillion of Asian investment in American assets is being questioned. Some of the world’s biggest money managers say an unwind is just getting started. Bloomberg’s Ruth Carson reports.
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
29 Comments
Alaxio Token’s roadmap spells massive gains. Binance listing could trigger a market explosion.
Forget guessing games—smart money is loading Alaxio Token right now.
Alaxio Token isn’t another meme coin; it’s the future of digital wealth.
Sell sell sell 😜😜😜
Let them take their money out. There are other investors
Alaxio reminds me of projects that quietly climbed the charts while everyone was distracted.
Presale participation is going to look genius in hindsight — I’m glad I caught Alaxio in time.
Alaxio ALX is one of the only new coins I’ve seen that actually has a long-term roadmap.
If the devs stay consistent, Alaxio could easily become a market leader in 2025.
Rumors swirling that Alaxio is getting listed faster than expected. Accumulate now.
The AI capabilities being built into Alaxio are exactly what this space needs right now.
It’s giving early ChainGPT vibes — but Alaxio seems even more under-the-radar.
The hype train hasn't even left the station yet for Alaxio — that’s your window to get in.
Alaxio ALX token structure is clean — no hidden supply games, no VC dumps.
I’m seeing the same signs with Alaxio that I saw before Kaspa exploded.
Between its unique use of AI and clean branding, Alaxio stands out in a crowded field.
Alaxio has that perfect early-stage hype-to-substance ratio.
It doesn't take long for the market trend to reverse. In fact, when the news is at its worst and investor sentiment is at its lowest, the indices frequently move from a bear market to a bull market. Which stocks are the best to buy now or put on a watchlist after reading an article about people who made up to $150,000 during this crash?
Bloomberg is a lovely mouthpiece for the CCP
never criticize China and their decades of violations and abuse of trust
Only criticize democratic western nations
😂😂😂😂 same like apartheid businesses, they will forget the racisim to have you spend money with them.
This is so pathetic,
What the fcuk is wrong with US,
Asia should boycott this pathetic country.
THE U.S HAS NO PLAN TO PAY BACK ITS DEBT AND WANTS TO KEEP SPENDING OTHER NATIONS WEALTH.. AMERICAN POLITICAL SYSTEM HAS BECOME SO DYSFUNCTIONAL AND SELF DESTRUCTIVE THE REST OF THE WORLD NEEDS SAFER ALTERNATIVES TO AMERICAN FINANCIAL MARKETS.
Bots are crazy in this comment section. 😮
Japan can become a Chinese colony. 😂
The mode of selling America is growing stronger.
Right now, the greatest threat to foreign investment in American Bonds is The Big Bombastic Bill!!
I like how she tries to sell the point that this is happening because people don't want to invest in America. Then turns right around and agrees with the host that the real issue is govt debt around the globe and its a global issue BUT trumps policies don't help. Great job to the host. Stop with the blame game on Trump. This issue has been brewing since we lost our first AAA credit rating.
Asia would be retarded to put another dime here. I wish they would, but I can't expect them to.
At the end of the day, the US is where it's at. They won't cut off their nose to spite their face.