Foreign central banks decreased their US Treasury holding last november

The department of Treasury has released the last monthly TIC data for November 2012. 
As always, we are interested in Foreign Official Institutions (central banks, BIS, etc)

The data for October 2012 have already shown a net decrease for Foreign Official Institutions holding relative to Agency bonds (US$ -13,5 bn). 

We have started to discuss the big drop in TIC flows in our article on geoeconomy of US Treasury.
November data have confirmed this net decrease for Agency bonds (US$ -8,5 bn), and also a net decrease in US Treasury bonds (US$ -2,7 bn) :

This drop is not unique, but rare since 9/11 :

Who were the remaining friends of Treasury last november ? See below :

Source: nowandfutures.com

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