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Overview
Serena Tang and Vishy Tirupattur analyze shifting perceptions of U.S. assets as safe havens and evolving asset correlations.
Takeaways
- •Vishy Tirupattur highlights U.S. positive growth and yield differentials historically made its assets, especially Treasuries, appealing safe havens for foreign investors.
- •Serena Tang notes unusual April market behavior: high positive correlation between U.S. equities and the dollar, signaling rising risk premiums on both risk and traditional safe assets.
- •Despite challenges to the U.S. safe haven status, including fading growth differentials and Fed independence concerns, U.S. Treasuries remain dominant due to size, liquidity, and dollar reserve currency strength.
Mind Map
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Chapters
- This is a chapter‘s title.The Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of Change
- This is a chapter‘s title.The Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of Change
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