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Macro Monday Ep 69: US fails to act as a safe haven
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Manage episode 476978716 series 2512681
Content provided by Investec. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investec or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
US markets have been behaving unusually of late, with Treasury yields rising (weakening) even as the US dollar weakens. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, argues that this reflects a sizeable negative shift in perceptions about the US economy, with US assets failing to exhibit their usual safe haven qualities in times of trouble. Investec Focus Radio SA
…
continue reading
159 episodes
M4A•Episode home
Manage episode 476978716 series 2512681
Content provided by Investec. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investec or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
US markets have been behaving unusually of late, with Treasury yields rising (weakening) even as the US dollar weakens. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, argues that this reflects a sizeable negative shift in perceptions about the US economy, with US assets failing to exhibit their usual safe haven qualities in times of trouble. Investec Focus Radio SA
…
continue reading
159 episodes
All episodes
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