It has long been said that there is no alternative to US assets for global investors given US attractions such as market scale and liquidity. Does this view remain...
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...
Prime Minister Pham Minh Chinh met with Treasury Secretary Janet Yellen in New York on September 20 (local time) to discuss cooperation between Vietnam and the US in...
As far as we can tell the vast bulk of the argument relating to de-dollarisation and its possible role in reducing the value of the dollar has been couched in terms of...
On the surface, it would appear that there are several reasons why investors might wish to stay away from US assets.
In the past year, we’ve seen 10-year US treasury yields rise from around 0.9% to 1.4% today.
In recent weeks, we’ve seen a return of some of the liquidity tensions in the US treasury market that we saw through the height of the Covid crisis last year.
Both sides are committed to maintaining close cooperation and look forward to addressing other shared challenges, such as supporting a strong and inclusive recovery from...
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