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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: gg cox who wrote (3110)1/20/2026 12:11:35 AM
From: elmatador   of 13876
 
Europe's underestimated weak spot: Financial dependence on the US

Where would the European pension funds invest their capital if they pulled out of the United States?

"European banks, pension funds and central banks collectively hold more than US$3 trillion in US Treasuries. They rely on legal certainty and political restraint in Washington."

More dismantling NATO is nothing compared to dismantling the embedded American European financial systems

More dependent on the US than the BRICS: "We are more deeply embedded in the American financial system than the BRICS countries, and the whole system rests on trust."
LET'S WATCH THE DUTCH
The Netherlands bears particular responsibility. As a major financial hub with large pension funds, it has above-average exposure to US markets. The Hague should push in Brussels for a European strategy on financial resilience: diversifying reserves, increasing transparency on gold storage and preparing scenarios for economic coercion by allies as well as adversaries.

Dutch funds alone holding €293 billion in U.S. non-financial corporations by late 2024, showing a preference for large U.S. companies despite recent shifts toward European assets due to political uncertainties.

Europe's underestimated weak spot: Financial dependence on the US
https://www.iss.europa.eu/publications/commentary/europes-underestimated-weak-spot-financial-dependence-us
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