BLACKROCK DUMPS US, DOLLAR AS IT BECOMES CLEAR TRUMP S VENEZUELA OP WILL NOT BRING IN BIG OIL BUCKS NEEDED TO KEEP PAYING INTEREST ON THE NAT DEBT AND MAY COST A FORTUNE
US DEBT GREW BY 2.3 T IN 11 MONTHS TO REACH 38.5 T
MONEY SUPPLY, M2, EXPANDED BY 40% IN 26 MONTHS
TRUMP S VENEZUELA OIL VENTURE WILL NOT PRODUCE QUICK BUCKS AND MAY END UP COSTING 100S OF BILLIONS
THE BRICS SHOULD CLASSIFY BLACKROCK AS A NAT SECURITY RISK
CONFISCATE THEIR ASSETS
LARRY FINK, HEAD OF WEF, IS A KING PIN IN THE FORMATION OF PRIVATE BANKSTERS HEADED BY SOROS, ROTHSCHILD, TRYING TO DESTROY THE BRICS
Media report that BlackRock is dumping dollar dominated assets and bonds after American debt reaches $38,4 trillion in December 2025.
Crucially, US debt grew by $2,3 trillion in 11 months.
The debt already requires interest payments of 1 trillion a year to service.
To help service the debt, and the government, money is being printed at an incredible rate.
Money supply, M2, reportedly went from US$15,5 trillion in February 2020 to US$21 trillion in April 2022, an increase in 40% in 26 months.
To sum up, about roughly a tenth of the US s record debt was created in just over a year, underlining the accelerating pace of the debt death spiral.
In just 26 months, its money supply expanded by 40%.
Blackrock is rumored to have moved $2,1 trillion out of the US, dollar assets, including cutting its holding of long-term Treasuries, which will drive up interest rates and implode the economy.
It is moving into Japanese and other assets around the globe.
Hopes that Trump and the banksters could exploit Venezuela s oil to keep funding its debt, interest payments are proving short lived.
The most likely outcome is that Maduro s loyalists remain in government, there is a civil war or an insurgency, all of which spell immense instability which will discourage oil companies and cronies of Trump from investing tens of billions to extract oil.
If Trump puts US boots on the ground, he risks a Vietnam 2.0 and a revolt among his base.
China has suffered a blow but the total amount of oil it gets from Venezuela is only 4% and it is focussing on RE and EV cars to reduce its need for petrol.
From media
Venezuela s Oil Too Heavy to be Desired, Analyst Says
Mukesh Sahdev, Founder CEO & Chief Oil Analyst at energy markets consultancy XAnalysts, says there's been a lot of "hot talk and wrong analysis" on the significance of Venezuela's oil reserves. He says chemistry matters more in analyzing the oil market impact of the nation's political uncertainty. He also explains China's role in stabilizing oil markets.
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More on Bloomberg Television and Markets
Comment
The oil corporations are not motivated to make Venezuelan oil fields operational in order to flood the already saturated oil market and drive oil prices down even further.
Global consumption of oil is already lowering due to the use of cheaper and faster to setup renewable energy and growing electric vehicles (EV) & hybrid vehicle sales.
At the time of this writing, electrical energy generated by unsubsidized renewable energy, in the forms of solar, wind and hydro energies, geothermal supplemented with battery storage, is the lowest cost form of energy generation compared to the incumbent carbon based fossil fuels (oil, coal and gas)
....
The upgrade in oilfield in venezuela is going be huge task,capital,manpower,times and will.Yes,oil in venezuela is near same oilsands in alberta but more Sulphur.The reason they this oil is bleeding pure simple.This is very costly oil use in gulf coast oil refinery.The rebuilding takes 5-10 years fix wrecking of chavez pure simple.
...
Trump is trying to benefit his fossil fuel oligarch cronies by taking the U.S. back to the obsolete fossil fuel past while the rest of the world rushes ahead to the future and new, cheaper green energy technologies. He has just handed the future to China to take the lead in EVs and ALL other green energy technologies. If only we had a futurist leading the U.S. instead of a self-serving luddite looking for a golden age past that no longer exists
https://www.youtube.com/watch?v=SvSPyj74vUo
From media
https://en.clickpetroleoegas.com.br/BlackRock-changes-course-in-the-US-after-%2438-trillion-debt-and-rumors-of-a-%2421-trillion-exit-gain-traction-%28BTL96%29./
BlackRock changes course in the US after American debt reaches $38,4 trillion in December 2025 and grows by $2,3 trillion in 11 months; with rumors of a $2,1 trillion outflow, the asset manager is underweighting long-term Treasuries and reinforcing global diversification, targeting interest rates and currency risk in 2026.
In 2026, BlackRock changes course in the US. Amidst an interpretation of fiscal deterioration and shifting capital flows, in a scenario where national debt is cited as US$38,4 trillion in December 2025after climbing from US$36,1 trillion in January 2025, an increase in US$2,3 trillion in 11 months.
Reorientation is described as a response to an environment in which Long Treasuries become underweighted And global diversification is gaining priority, alongside debates about the immediate impact on interest rates. liquidity and portfolio composition, with the assumption of capital outflow and a gradual reduction of exposure to the dollar.
The fiscal trigger: $38,4 trillion in debt and rising interest costs.
The starting point is the understanding that American debt is already a "real accumulated" figure, with books closed "from December 2025 onwards," and not a future projection.
In the cited excerpt, the US debt would have jumped from US$36,1 trillion in January 2025 to US$38,4 trillion in December 2025, adding $2,3 trillion in 11 months.
In the same set of figures, the cost of loading appears as structural pressure: the US government is described as paying more than US$1 trillion per year in interest alone., a figure presented as higher than expenses such as defense and Medicare.
The central message is technical: when interest payments increase, the market tends to demand a higher premium for longer terms, putting pressure on the yield curve.
Liquidity and money supply: M2 expansion and the asset price environment.
The text links the maintenance of the system to monetary expansion and liquidity.
One indicator cited is the rise in M2, which reportedly went from US$15,5 trillion in February 2020 to US$21 trillion in April 2022, an increase in 40% in 26 months.
The proposed chain of events is that monetary expansion fuels inflation, asset bubbles, and inequality, with asset prices becoming decoupled from fundamentals.
Within this narrative, the stock market appears at all-time highs while real wages stagnate, and house prices are cited as having risen. 73% from 2019.
The message for 2026 is that if liquidity decreases and the market reprics fiscal risk, assets most sensitive to long-term interest rates tend to suffer first.
Quiet Exit and Treasuries: The Argument for Reducing Foreign Holdings
The change of course is presented as part of a "silent exodus" phase, with a gradual sale of Treasury bonds by large holders.
The examples cited include China, which reportedly maintained more than US $ 1 trillion in Treasuries in 2013 and today it would be in US $ 760 billion, with sales of more than US $ 300 billion in the last decade.
Another example cited is Japan, described as reducing its position in US$220 billion since 2022"month after month".
Reductions by Saudi Arabia, Belgium, Switzerland, and France are also mentioned.
The argument is completed by the Federal Reserve reducing its own balance sheet through quantitative tightening, letting bonds mature without reinvesting, thus draining liquidity.
BlackRock changes course in the US: what changes in the portfolio and why the long term is the target.
It is in this context that BlackRock changes course in the US. with a strategy described as reducing exposure to US Treasury bonds and increasing diversification outside the dollar axis.
The asset manager is described as the largest asset manager in the world, with more than US$10 trillion in assets...and as having restructured portfolios by reducing exposure to Treasury bonds and expanding positions outside the U.S.
The list of reinforcements mentioned includes emerging markets, European infrastructure, Asian real estate market, And gold e commodities, as a way to diversify beyond concentrated exposure to dollar-denominated assets.
The explicit target is Long treasuries, which are more sensitive to interest rate movements and changes in perception regarding fiscal and inflationary risk.
The topic includes rumors of departure from $2,1 trillion Gaining momentum, the text connects this type of narrative to the behavior of "smart money" that moves ahead of headlines.
In this interpretation, "underweighting" long-term Treasuries is not a symbolic gesture: it is an allocation decision that reduces duration and attempts to protect the portfolio from long-term rate shocks.
The operational plan that emerges is one of calculated change: reducing what is most sensitive to the rate and reinforcing what tends to benefit from global diversification, especially when confidence in fiscal balance and the liquidity regime comes into question.
In 2026, BlackRock changes course in the US. within a set of numbers that places the debt in US$38,4 trillion in December 2025 and describes reduced exposure to Long treasuries, with increased global diversification beyond the dollar.
The hypothesis of capital outflow, coupled with liquidity crunch and interest costs, is presented as a factor capable of affecting interest rates, exchange rates, and asset pricing simultaneously.
Why BlackRock Just Moved $2.1 Trillion Out of America (And What It Means for You)
Econemy Meet History
17.9k subscribers
America’s national debt has crossed $38 trillion — and this time, the danger isn’t the headline number.
The real threat is what’s happening quietly behind the scenes.
For the first time in more than 75 years, global institutions, foreign central banks, and large asset managers are systematically reducing exposure to dollar-denominated assets. Not publicly. Not dramatically. But deliberately.
In this video, we break down a five-hundred-year historical pattern that has repeated every time a global reserve currency collapsed — from Spain, to the Dutch Republic, to the British Empire — and explain why the United States is now deep into Stage Three: the Silent Exodus.
By the end of this video, you’ll understand:
The four-stage cycle that precedes every reserve-currency collapse
Why debt-driven empires fail the same way every time
How capital flight actually begins — and why it’s invisible to the public
Why foreign holders are quietly selling U.S. Treasuries
What rising interest costs mean for a $38T debt load
Why printing money delays collapse but worsens the outcome
What Stage Four historically looks like — and why it destroys the middle class
How previous societies that ignored these signals lost decades of wealth
WSJ Reporter on Why Venezuelan Oil Won't Flood Markets Anytime Soon | WSJ News
WSJ News tagged products below. Learn more
WSJ Special Offer
€1.71
wsjshop.com/products/subscription-offer?variant=44050464014534&country=US¤cy=USD&utm_medium=product_sync&utm_source=google&utm_content=sag_organic&utm_campaign=sag_organic&srsltid=AfmBOormJFmW3U4HTS4QdLs2iHxkkrkN6e028uTaEIUfgF6UFC5nGCQB67A
Oil prices barely budged after the U.S. ousted Venezuela’s Nicolás Maduro and President Trump pledged billions to revive the country’s oil infrastructure. WSJ’s David Uberti breaks down the market reaction.
https://www.youtube.com/watch?v=ojbTkpns82M
Why BlackRock Just Moved $2.1 Trillion Out of America (And What It Means for You)
Econemy Meet History
17.9k subscribers
America’s national debt has crossed $38 trillion — and this time, the danger isn’t the headline number.
The real threat is what’s happening quietly behind the scenes.
For the first time in more than 75 years, global institutions, foreign central banks, and large asset managers are systematically reducing exposure to dollar-denominated assets. Not publicly. Not dramatically. But deliberately.
In this video, we break down a five-hundred-year historical pattern that has repeated every time a global reserve currency collapsed — from Spain, to the Dutch Republic, to the British Empire — and explain why the United States is now deep into Stage Three: the Silent Exodus.
By the end of this video, you’ll understand:
The four-stage cycle that precedes every reserve-currency collapse
Why debt-driven empires fail the same way every time
How capital flight actually begins — and why it’s invisible to the public
Why foreign holders are quietly selling U.S. Treasuries
What rising interest costs mean for a $38T debt load
Why printing money delays collapse but worsens the outcome
What Stage Four historically looks like — and why it destroys the middle class
How previous societies that ignored these signals lost decades of wealth
WSJ Reporter on Why Venezuelan Oil Won't Flood Markets Anytime Soon | WSJ News
WSJ News tagged products below. Learn more
WSJ Special Offer
€1.71
wsjshop.com/products/subscription-offer?variant=44050464014534&country=US¤cy=USD&utm_medium=product_sync&utm_source=google&utm_content=sag_organic&utm_campaign=sag_organic&srsltid=AfmBOormJFmW3U4HTS4QdLs2iHxkkrkN6e028uTaEIUfgF6UFC5nGCQB67A
Oil prices barely budged after the U.S. ousted Venezuela’s Nicolás Maduro and President Trump pledged billions to revive the country’s oil infrastructure. WSJ’s David Uberti breaks down the market reaction.
https://www.youtube.com/watch?v=ojbTkpns82M
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