Author: Just Summit Editorial Team
Source: Spectra Markets
19 sec readExplore the same thread
A regime shift is underway, moving away from US assets due to concerns over rising deficits, policy chaos, and capital flight. The dollar is decoupling from US yields, mirroring trends seen in the early 2000s.
This shift suggests a move away from US-centric investments towards international assets. The author believes this capital flight out of the US is likely to persist.
While a modest recession looms, shorting US equities and the US dollar look more attractive than shorting bonds.
Source and archive