Recent reversals of trade decisions and heightened market volatility have left investors and market observers unsettled, challenging long-held assumptions about the stability of U.S. financial assets. Traditionally, U.S. Treasurys and the dollar have served as safe havens in times of uncertainty, but recent events suggest that confidence in these assets may be wavering, at least temporarily. As The New York Times reported, “turmoil in bond markets last week” has prompted some to question whether the old rules still apply.
Yet, a closer look at the data reveals a more nuanced picture. While the headlines have focused on dramatic swings, the underlying shifts in investor sentiment may not be as stark as they appear. The pace of change in the markets has been so rapid that what seems clear one day can be upended the next.
“In any market, there’s going to be hysteria, there’s going to be fundamentals, and there’s going to be speculation,” Giacomo Santangelo, senior economics lecturer at Fordham University, told GlobeSt.com. “We’re looking at it and trying to describe what’s happening. Unfortunately, we have to wait until afterward to see what happened.”
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