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Danish pension fund divesting US Treasuries

reuters.com

191–200 of 857 posts

Re: Danish pension fund divesting US Treasuries

#191

Someone should tell the orange guy that we can also stop respecting our obligations. It’s a two way street. It would be a shame if something happened to your ITAR-protected secrets, for example. The US would lose a lot of leverage if they cannot use European military bases. Let’s see how fast Trump goes to bed with Putin…

I don't think that Trump could get into bed with Putin. He could get out of bed with Putin.

Re: Danish pension fund divesting US Treasuries

#192
post #153

Earlier quoted context omitted.

Do you have any criticisms to the parent comment? As an American, they seem pretty spot on to the current climate. I'd argue we've never been closer to civil war than we are today[0], primarily due to trumps regime invading cities around the country, kidnapping citizens utilizing a bounty program, and killing people in concentration camps. Ediot: [0] - Since the last civil war. I thought that was obvious, but it seem…

We've literally had a civil war so I'd say your argument is a bit off the mark.

Correct, I assumed others would understand I meant since the last civil war. Edited the comment to clear up my intent. Thank you.

Re: Danish pension fund divesting US Treasuries

#193

Earlier quoted context omitted.

When you say "nearly limitless" source of borrowing, the limit is the gain in global wealth. The US has been siphoning off a huge chunk of world wealth by printing dollars to serve as the currency for that wealth. All the people complaining about "US Debt" and $26T of "net investment" or whatever don't realize that this is/was the benefit of the US being stable, strong, and friendly. When the US is unstable, weak, an…

Its baffling that you think the collapse of the USD would have no negative ramifications on the rest of the world...

The negative ramifications seem to be better than being invaded by the US or having regional entities invaded by the US, and the ensuing instability as a result.

If its going to be like this the rest of the world might as well cut its losses

Re: Danish pension fund divesting US Treasuries

#194
post #132

Earlier quoted context omitted.

I don't think it is that easy though. If you are simply trying to pay off existing debt sure, but we constantly need new debt as well so there is a limit to how much money we can print.

You obviously cut the budget and raise taxes.

If that was actually being considered you don’t need to default in the first place.

Re: Danish pension fund divesting US Treasuries

#195
It's not like the EU can go to China for the $64 to $94bn in mineral fuels and oils (LNG, crude oil) they import from the U.S. Or the aerospace products and parts $35-46bn they import. Or the $45-$52bn in pharmaceuticals and medicines and advanced biologics (unless they go all in on generics, but this is only part of that sum). The list goes on and on. Germany trying to reboot their nuclear energy infrastructure, but it's a bit too late to help this winter, and they're the third largest consumer in the world after the US and and China. India is 8th.

The US imports a lot from Mexico, 15.5% of the total $3.36 trillion of US import, right here in the Americas. The EU about imports are about 18.5%.

Merz's mother-of-all-deals needs to have India lower its imposed tariffs on Germany of 100-150% on autos, which would cut against India if the new FTA goes through by Q2 2026.

May you live in interesting times is a wish or curse coming to fruition...

Re: Danish pension fund divesting US Treasuries

#197

Earlier quoted context omitted.

Maybe you'd trust Blackrock's CEO instead? I live in the US and I have rotated away from US equities and treasuries to derisk from volatility of poor governance (both this administration and long term fiscal policy). BlackRock CEO delivers blunt warning on US national debt - https://www.thestreet.com/investing/blackrock-ceo-delivers-b... - January 18th, 2026 The U.S. Deficit Will 'Overwhelm This Country': BlackRock C…

I don’t disagree that our fiscal situation is unsustainable. I’m curious specifically about the people envisioning (with barely disguised glee) the US erupting into a civil war within 5 years, as they seem somewhat to have lost touch with reality.

What could easily happen much sooner than 5 years is an incident that gives Trump an excuse to invoke the Insurrection Act, and send federal troops - not just National Guard - into blue US cities. Things could go a lot of different ways after that, but something resembling civil war - or a smaller-scale guerilla war - is very much in the realm of possibility.

Be wary of normalcy bias, it's a big part of what lets the Trump admin get away with what its doing. People think "oh that can't happen"... until it does.

Re: Danish pension fund divesting US Treasuries

#198

Earlier quoted context omitted.

When you say "nearly limitless" source of borrowing, the limit is the gain in global wealth. The US has been siphoning off a huge chunk of world wealth by printing dollars to serve as the currency for that wealth. All the people complaining about "US Debt" and $26T of "net investment" or whatever don't realize that this is/was the benefit of the US being stable, strong, and friendly. When the US is unstable, weak, an…

The US is more stable than the powers of Europe (which have constant political upheavals, snap elections that completely remake the political landscape, etc). You're confusing Trump's mouth with how the US political system actually functions. Just because the US changes political direction, that doesn't equate to instability. Its aims are changing, like it or not, good or bad. The US deciding it wants Greenland is no…

> The US is more stable than the powers of Europe ....... You're confusing Trump's mouth with how the US political system actually functions.

Eh?

If the US political system was stable and fit for purpose, the US would have got rid of the wannabe dictator by now; or at least held his power in check.

EDIT: Amusingly, I'm being downvoted by a class of American who refuses to believe their way might not be the best after all. Even when the facts are staring them in the face.

Re: Danish pension fund divesting US Treasuries

#199

Earlier quoted context omitted.

I’m curious when people make comments like this, do they actually live in the US and believe this or has the media environment gotten so bad in Europe+ that people have no clue what’s real or not?

Maybe you'd trust Blackrock's CEO instead? I live in the US and I have rotated away from US equities and treasuries to derisk from volatility of poor governance (both this administration and long term fiscal policy). BlackRock CEO delivers blunt warning on US national debt - https://www.thestreet.com/investing/blackrock-ceo-delivers-b... - January 18th, 2026 The U.S. Deficit Will 'Overwhelm This Country': BlackRock C…

Warnings about the deficit are spot on. It is a safe bet that the country with government that spends 50% more than it takes in as taxes will not give above inflation return on its government debt. As a side note, most of the "Western world" is in the same boat (spending way above the long-term ability to pay, so eventually will have to default-by-inflation on bondholders).

But I am sure the poster you are responding to was criticizing the take about US splintering into parts due to armed unrest within the next 5 years. Which sounds completely nonsensical to me as well.

Re: Danish pension fund divesting US Treasuries

#200

Earlier quoted context omitted.

When you say "nearly limitless" source of borrowing, the limit is the gain in global wealth. The US has been siphoning off a huge chunk of world wealth by printing dollars to serve as the currency for that wealth. All the people complaining about "US Debt" and $26T of "net investment" or whatever don't realize that this is/was the benefit of the US being stable, strong, and friendly. When the US is unstable, weak, an…

The US is more stable than the powers of Europe (which have constant political upheavals, snap elections that completely remake the political landscape, etc). You're confusing Trump's mouth with how the US political system actually functions. Just because the US changes political direction, that doesn't equate to instability. Its aims are changing, like it or not, good or bad. The US deciding it wants Greenland is no…

> And the US is at a high level of strength, not weakness. Its large corporations hold sway over the globe in a manner the likes of which has never been seen before in modern history. Its military has force projection to nearly every point on the globe, with hundreds of global military bases. Its national wealth is at an all-time high. Its stock markets are at all-time highs. Its median income is at an all-time high. Its median dispoable income is at an all-time high. Its housing wealth is at an all-time high

This is in part because other countries allow American countries to come in and take over markets.

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