The fact that the surge in tariff-generated risk aversion this year saw the US dollar and treasury bond prices fall, not rise as they usually do when risk aversion...
Many analysts said JGB vulnerability woule be proving a headache for other markets as well – even treasuries.
The foreign holdings of US equities are now close to double those of treasuries. So, we should focus on US equities over bonds.
US treasury bonds are deemed by many to be the safest of safe assets. But this seems to be open to question at the moment.
The global investors may continue to be drawn to US assets, partly because of US dynamism and partly because investment opportunities outside the US may be harmed by US...
On the surface, it would appear that there are several reasons why investors might wish to stay away from US assets.
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