Institutional Investors Ditch US Bonds & Dollar ๐
Big Shift ๐จ
Institutional investors are reducing holdings in US Treasury bonds and dollar assets, reaching lowest levels in years ๐. They're increasing risk exposure and seeking higher returns elsewhere ๐.
Why? ๐ค
- Growing fiscal sustainability concerns ๐คฏ
- Trade tensions and tariffs ๐
- Diverging economic prospects ๐
What's Next? ๐ฎ
- Increased demand for emerging-market bonds ๐
- Eurozone bonds as a safe-haven alternative ๐
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