🪤 How Europe Could ‘Weaponize’ $10 Trillion of US Assets Over Greenland
｢ European countries hold trillions of dollars of US bonds and stocks, some of which sit with public sector funds. That’s spurring speculation they could sell such assets in response to Trump’s renewed tariff war, potentially driving borrowing costs up and equities down given US reliance on foreign capital ｣
💸 💸 Swedish pension fund Alecta cuts US Treasury holdings, citing policy uncertainty // Reuters
｢ Since the beginning of 2025, we have reduced our holdings in U.S. government bonds in several rounds, and together the reductions account for the majority of our holdings ...
We have also continued to maintain a high currency hedging ratio against the U.S. dollar ｣
🪦 The Dollar is Dead
｢ As monetary policy itself becomes a proxy for executive overreach, we will see the world continue to dedollarize, and sell off bad debt denominated in USD. The Fed’s balance sheet will continue to fill up with T-Bills and empty promises, and at this point, the spell will be broken and the US Dollar will be seen for what it is: Paper and Bits ｣
👍 'This is sell America' — U.S. dollar, Treasury prices tumble and gold spikes as globe flees U.S. assets // CNBC
｢ The “sell America” trade suggests that global investors will place higher risk premiums on U.S. investments amid fears that the U.S. is no longer a reliable trading partner. Following Trump’s latest threats, some investors worry that European countries could dump U.S. assets in a show of power ｣
https://www.cnbc.com/2026/01/20/sell-america-trade-dollar-treasury-gold-us-trump-greenland.html
