$6.4 trillion in U.S. debt must be refinanced by 2025. Foreign buyers are fleeing. Who’s left to fund America’s addiction to borrowing?

Foreign Buyers Are Ditching Treasuries

For decades, America relied on foreign governments—China, Japan, oil-rich nations—to soak up our debt. That era is over.

• In 2014, foreign investors held 34% of U.S. Treasuries. Today? Just 21%.
• China has halved its holdings over the last decade.
• Global central banks are stockpiling gold instead of dollars.

Why? Because Washington crossed the Rubicon when it weaponized the dollar against Russia, seizing their reserves. The world took notice: the dollar is no longer neutral. It’s now a geopolitical weapon.

The Rise of Private Buyers

As central banks flee, private buyers are stepping in—but they come with no long-term loyalty.

• They buy Treasuries for yield, not for strategic reserve.
• If rates drop or risks rise, they can dump bonds overnight.
• Volatility and liquidity risks soar as a result.

And unlike central banks, these players don’t care about global stability. They care about quarterly returns.

The Fed’s Hidden Motive for Rate Cuts

Forget what they say about helping homeowners. The real reason for rate cut pressure? Debt servicing.

• U.S. interest payments now exceed $1 trillion/year.
• Rolling over $6.4 trillion at current yields is fiscally irresponsible.
• Lower rates = lower yields = cheaper refinancing.

That’s why the Fed is cornered. Cut rates to ease refinancing, and risk collapsing demand. Hold rates steady, and interest payments crush the budget.

A System Cannibalizing Itself

With foreign buyers gone, who’s left holding the bag?

• U.S. banks, pension funds, Wall Street
• Even Social Security owns $2.5 trillion in Treasuries

Every dollar they pour into debt is a dollar not invested in the real economy. No new mortgages. No small business credit. Just keeping the debt hamster wheel spinning.

Even worse? Banks are sitting on Treasuries that have already lost value. Why would they buy more? Because they’re being pushed to the edge.

Stablecoins & Shadow Buyers

Treasury is turning to new, risky players:

• Tether, a stablecoin issuer, holds more U.S. debt than Germany
• Private companies now wield sovereign-level power

What happens if one fails or dumps its holdings? Who’s really running this system?

The Endgame: Printing Our Way Out

When all else fails, there’s always the Federal Reserve. But printing more dollars is a stealth default:

• It erodes the value of your savings
• It fuels runaway inflation
• It destroys global trust in the dollar

We’re not talking theory. This is the historical playbook of every fiat currency collapse.

Why Gold & Silver Matter Now More Than Ever

Amid this unraveling, gold and silver stand firm:

• Tangible assets immune to political manipulation
• A proven inflation hedge in currency crises
• Trusted for wealth preservation when paper promises fail

While nations dump Treasuries, they buy physical gold. They understand what’s coming.

The System Is Treading Water—For Now

Yes, the Treasury might find a way to roll over $6.4 trillion. But the question is at what price?

The system is cracking. Foreign support is gone. Domestic buyers are stretched thin. The Fed is out of tricks.

And that means the risk to your savings, your retirement, and your purchasing power has never been higher.

About ITM Trading

ITM Trading has over 28 years of experience helping clients safeguard their wealth through personalized strategies built on physical gold and silver. Our team of experts delivers research-backed guidance tailored to today’s economic threats.

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