Pictet Asset Management’s latest outlook highlights critical shifts in US Treasuries as rising fiscal deficits, tariff tensions, and geopolitical uncertainty challenge the traditional safe-haven status of US debt.
Key Insights:
- A rare simultaneous sell-off in Treasuries and the US dollar signals declining investor confidence.
- Rising term premiums reflect higher perceived risks in holding long-duration US bonds.
- Fiscal pressures will push Treasury issuance higher, likely increasing yields further.
Access the full report and explore how to reposition portfolios amid this historic shift in global fixed income markets.
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