EPISODE · Apr 14, 2025 · 9 MIN
Macro Monday Ep 69: US fails to act as a safe haven
from Investec Focus Radio SA · host Investec
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
What this episode covers
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.
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Macro Monday Ep 69: US fails to act as a safe haven
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