Business Blog

Video: “Ugly”: What US Treasury bond auctions look like when foreign buyers & China not buying 「醜陋」：當外國買家和中國不購買時，美國國債拍賣會是什麼樣子.

https://rumble.com/v4ybe6w-what-us-treasury-bond-auctions-look-like-when-foreign-buyers-and-china-not-.html
https://www.tiktok.com/@johnsonwkchoi/video/7374566340641754411?_t=8mlbNnCuSIo&_r=1

US government bond yields and borrowing costs blew higher, as two “ugly” auctions saw low interest from foreign institutions and central banks.

China is no longer a major buyer of US government paper, if at all. Japan in previous years was a large buyer on trade and capital account balancing, and with yen carry trades, all of which is being undone. The Federal Reserve is also a net seller, as it runs off its balance sheet $60 billion per month, and $25 billion monthly starting in July.

This means that US-based lenders will need to be found, which will certainly move prices lower, and yields up.

In this week’s bond sales of 2-year and 5-year maturities, “indirects” (foreign central banks and large institutions) are sharply off levels seen in recent auctions, leaving the market to direct buyers (US institutions, banks, pension funds, and insurance companies) and bond dealers. Other internals performed poorly also, with bid-to-cover and closing tails that pushed yields sharply higher.

由於兩次「醜陋」的拍賣導致外國機構和央行的利率較低，美國政府債券收益率和借貸成本飆升。

中國不再是美國政府票據的主要買家（如果有的話）。前幾年，日本是貿易和資本帳平衡以及日圓套利交易的大買家，但所有這些都正在消失。 聯準會也是一個淨賣家，因為它每月從資產負債表上消耗 600 億美元，從 7 月開始每月消耗 250 億美元。

這意味著需要找到美國的貸款機構，這肯定會降低價格並提高收益率。

在本週的 2 年期和 5 年期債券銷售中，「間接」（外國央行和大型機構）大幅低於最近拍賣的水平，將市場留給了直接買家（美國機構、銀行、退休基金、和保險公司）和債券交易商。 其他內部因素也表現不佳，買回和尾尾交易導致殖利率大幅走高。

Japanese Americans in concentration camps during WWII lost everything, Chinese Americans could be next 二戰期間集中營裡的日裔美國人失去了一切，華裔美國人可能是下一個

現在一個月的美國債券利息高過二個或三個月長的債券, 這種情況重來沒有發生過。

另一個使人擔心的是在填個人個資時像填工作入職表上面有問你的族類，以前東方人都放在 Asian. 現在改了，東方人分類為中國人，日本人，韓國人等是否意味著萬一美中開戰，美國國安部把全部中國人作一些處理，那麼眞的到時會發生什麼事就到時才知道了，相信一定不是對中國人的好事。最壞的情況是美國在二戰時如何對待在美國的日本人把他們全部財產充公包括所有房子包括他們自住房子，全部生意，全部動產和不動產被充公，戰後也不歸還的慘劇，更好笑的是十多年前美國政府良心發現，每個人倍美金二萬元，多麼侮辱！怪不得差不多每月都有客人問我如何把部分或全部美國動產轉離美國，可惜我不做這門生意，否則真的是大把生意，我不做的主要原因是如果我做美國政府一定把我釘得緊緊的，這個錢不好賺呀!

除非客人是分無一文，那些有一百萬以上資產的客人我是有責任提醒他們風險的存在不能莫視。當然是客人的錢，最後是他們的決定。

Video: Highlights of the report on human rights violations in the US in 2023. 76% of Americans believe that their nation is in the wrong direction. 2023年美國侵害人權報告要點. 76%的美國人認為他們的國家正走在錯誤的方向.
https://rumble.com/v4ya1cb-highlights-of-the-report-on-human-rights-violations-in-the-us-in-2023.html
https://www.tiktok.com/@johnsonwkchoi/video/7374512664254483755?_t=8mlLbKWPZjr&_r=1

Video: Companies, Gov’ts begin pushing back on US semiconductor sanctions in China; ASML told US to get lost, doubles down expand China operations 企業和政府開始反擊美國對中國的半導體制裁；ASML叫美國消失，打面美國加倍擴大中國業務.

https://rumble.com/v4y6qai-companies-govts-begin-pushing-back-on-us-semiconductor-sanctions-in-china.html
https://www.tiktok.com/@johnsonwkchoi/video/7374397998433930538?_t=8mkpOafaWHG&_r=1

US allies are resisting new calls for further bans and curbs on semiconductor exports and equipment gear to China.

ASML reported first quarter sales which showed that China is their most important market, larger than Korea, Taiwan, the US, and Europe combined. Companies in Japan and Germany are also reporting strong growth in China. As a result, host governments for these companies are reacting coldly to US efforts to intensify trading restrictions in semiconductors.

美國盟友正在抵制進一步禁止和限制向中國出口半導體和設備的新呼籲。

ASML公佈的第一季銷售額表明，中國是其最重要的市場，比韓國、台灣、美國和歐洲的總和還要大。 日本和德國的公司也報告在中國市場成長強勁。 因此，這些公司的東道國政府對美國加強半導體貿易限制的努力反應冷淡.

Video: Asia enjoys share culture with all races, unlike US promote Asian hates, fake accusations by racist attacks on Chinese Americans like communist trolls. Young people in China, Taiwan and HK bonding through music. 亞洲共享所有種族文化，不像美國宣揚亞洲仇恨，種族主義者攻擊華裔美國人的虛假指控，如共產主義巨魔。中國大陸、台灣和香港的年輕人透過音樂建立聯繫.

https://rumble.com/v4y6fri-asia-enjoys-share-culture-with-all-races.html
https://www.tiktok.com/@johnsonwkchoi/video/7374385292528258350?_t=8mkmLCLQY5W&_r=1

Join our wild party! I was stunned to see tens of thousands of girls in red in front of Star Ferry in recent days. Why? Massive pop concerts are all part of a spontaneous celebration of culture in East Asia, where youngsters are more interested in Asian music than western politics 加入我們的狂野派對吧！最近幾天，我在天星小輪前看到數以萬計的紅衣女孩，我感到很震驚。為什麼？大型流行音樂會是東亞自發性文化慶典的一部分，那裡的年輕人對亞洲音樂比西方政治更感興趣

When was the last time US military defend us here in America? US military is mercenary for US Corp funded by the US taxpayers. Foreign wars like Ukraine sucks all the resources from our allies especially EU taking them to the poor house, lucky them to have American friends 美軍最後一次在美國保衛我們是什麼時候？美國軍隊是美國納稅人資助的美國公司的傭兵。像烏克蘭這樣的外國戰爭耗盡了我們盟友的所有資源，尤其是歐盟，把他們帶進了貧窮世界，不幸的是他們有美國這樣無恥的朋友.

This will never happened in US. We legalize bribery under many names like political campaign contributions, promises huge paychecks for legalized illegal activities while on Gov’t payroll after leaving the government! American are so creative! 這在美國永遠不會發生。我們以許多名義將賄賂合法化，例如政治競選捐款，官商勾結，利益輸送，承諾在離開美國政府後提供巨額薪水！美國人太有創意了.

US not happy has regime change in mind again! President Xi Jinping held a welcome ceremony for President Abdel Fattah El-Sisi of Egypt for the opening ceremony of the 10th Ministerial Conference: China-Arab States Cooperation Forum and state visit. 美國不高興了，又想更換政權! 習近平主席為埃及總統塞西出席中阿合作論壇第十屆部長級會議開幕式暨國事訪問舉行歡迎儀式.

Use the correct bathroom or face the consequences 使用正確的洗手間, 否則後果自負

Video: A Stabilizing Force to uphold UN rule based order and not the fake ones by US to counter western hegemony in the name of fake democracy human rights freedom and rule of law 一股穩定力量，維護基於聯合國規則的秩序，而不是美國以虛假民主、人權、自由和法治名義對抗西方霸權的虛假秩序.
https://rumble.com/v4y5mo8-a-stabilizing-force-to-uphold-un-rule-based-order.html
https://www.tiktok.com/@johnsonwkchoi/video/7374340433352183083?_t=8mkYcExEwTm&_r=1