加拿大持有的美国国债及联邦住房机构债券五年间增至近6000亿美元
China’s Backdoor Bond-Buying Talk Swirls on $600 Billion Buildup
加拿大持有的美国国债及联邦住房机构债券总额接近6000亿美元，五年间增至四倍以上。DoubleLine的Vitaliy Liberman持续关注外国对美国债务证券的持有情况，并注意到加拿大持仓增长显著。
October 14, 2026 at 11:00 PM UTC
Takeaways by Bloomberg AI
Like many on Wall Street, DoubleLine’s Vitaliy Liberman has made a habit out of keeping tabs on foreign ownership of US debt securities, looking for signs of any broad-based pullback in retaliation for Donald Trump’s zero-sum trade policies. Month after month, he noticed something peculiar.
As he combed through the list of foreign creditors, Liberman was struck by just how aggressively Canada’s stockpile had grown, despite a widespread boycott of US goods in a tit-for-tat tariff war. In fact, all told, the country quietly amassed nearly $600 billion of Treasuries and bonds backed by federal housing agencies, more than quadrupling its position in just five years.
来源：Bloomberg Markets · bloomberg.com