China's Treasury Holdings Are Higher Than Reported

The video discusses the complexities of international treasury holdings, focusing on China and Japan. It highlights China's use of Belgian custodians to manage its US treasury holdings, which has led to misconceptions about its market behavior. The video also examines Japan's significant treasury investments and the impact of market value changes. Overall, it provides a nuanced view of how these countries manage their US debt holdings and the implications for global markets.

How does the situation with Japan's Treasury holdings compare to that of China?

What trend has been observed in the Treasury yield over the past year?