Tuesday, 2 June 2026

China Is Selling US Debt to Avoid Japan's 1985 Fate. Your Mortgage Rate Is the Bill

China has already removed $525 billion in Treasury demand. Your mortgage rate is tethered to that number. Here is the mechanical link from Beijing to your monthly payment. This video documents the Buyer of Last Resort Spiral, a four century pattern in which a reserve currency loses its foreign funding base. From the British sterling collapse of 1967 to the Continental currency of 1781, the mechanism is the same: foreign buyers exit, long term yields rise, mortgage rates follow, and the central bank prints money to fill the gap. The United States faces a $9 trillion refinancing wall in 2025–2026 with China already selling. The arithmetic is not ambiguous. Watch to understand the four mechanical links that connect a Beijing reserve manager’s keyboard to your kitchen table. Sources: Treasury International Capital (TIC), Federal Reserve research, Bank for International Settlements (BIS), World Gold Council, Bernanke 2005 speech transcript

from Volumes Untold https://www.youtube.com/watch?v=i_yF11B7QQA

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