Here’s the thing! You do not have to speculate about the fate Chinese holdings of US Treasuries to work out how the trade war will cause a US recession and a fiscal crisis. Just take a look at trade war “escalation dominance” from China’s perspective. The result is then clear …but so too is that what unfolds will mark the end of US dollar dominance.
Own gold. Own the Euro, Yen, 2-year Bunds and gold – not US Treasuries.