Redefining Portfolio Diversification in the Era of Diverging Macro Risks
The U.S. bond market has entered a new phase of volatility, driven by diverging macroeconomic risks: slowing growth,...
European stocks gain, bonds struggle ahead of this week's crucial U.S. data
A holiday on Wall Street left shares around the world free to go their own ways on Monday, with Chinese tech names surging and...
Foreign Central Banks’ Gold Tops US Treasuries For First Time Since 1996
The chart below shows gold holdings (in yellow) and US Treasuries holdings as a percentage of foreign reserves. is now a larger holding...
JGBs track US bonds lower ahead of closely watched auctions
Japanese government bonds fell
on Monday, sending their yields higher, as they tracked moves in
U.S. peers from Friday amid a cautious mood ahead of closely
watched...
1st Time In 30 Years: Why Are Central Banks Across Globe Holding More Gold Than US Bonds?
Traditionally, most nations kept their "treasure chest" of reserves filled with US dollars, some euros, and American government bonds, known as Treasuries, along with...
