The market participants are making positions for a more solid stretch of performance for the treasury, when the signs of US growth left the first quarter rally, which left a 10 -year yield to the benchmark about half a percentage point from his January peak.
According to the analysis of Barclays PLC, trend-following hedge funds have reduced low American equity and long treasures last month and run for a run in rotation.
The increasing potential for an American recession is the Pacific Investment Management Company, avoiding the attraction of “stable sources of returns” in global bonds.
Bond manager is warning that Trump’s aggressive trade, cost cuts and immigration policies stand more than before to slow down the world’s largest economy, damage the labor market and support their attitude for investors for their portfolio towards safe property.
Pimco’s Tiffany Wilding and Andrew Balls wrote in a note, “It is a strong case to diversify the wider mixture of global, high quality bonds from highly priced American equity. The market is” in the early stages of a period of multiplicity in which fixed income may be better than equity, offering more favorable risk-appropriate profiles.
(Tagstotransite) Asian Stock Markets (T) US Stock Market (T) Why American Markets collapsed
