美債

U.S. Treasuries
Have become a 'risk factor that cannot be ignored' for the insurance industry

Must diversify asset allocation more

Most insurance companies in Taiwan primarily rely on long-term bond yields
To support policy interest spreads

According to the existing economic model, U.S. Treasuries are declining and the dollar is depreciating
Emerging market currencies are appreciating

This further expands the hedging costs of U.S. Treasuries
And the market's narrative regarding the current state of the dollar

#美債 #非农就业数据来袭 #数字资产法案