United States: Equities favored over Treasuries – BNY Geoff Yu at BNY argues that the loss of some U.S. exceptionalism has not translated into a broad exodus from U.S. assets. Cross-border investors maintain high U.S. equity allocations, supported by technology and AI them
United States: Equities favored over Treasuries – BNY Geoff Yu at BNY argues that the loss of some U.S. exceptionalism has not translated into a broad exodus from U.S. assets.
Cross-border investors maintain high U.S. equity allocations, supported by technology and AI themes, while trimming Treasury holdings as curve steepening raises duration
ادخل بحساب جوجل لمشاركة رأيك والتفاعل مع الأخبار — بلا كلمة مرور.
إيميلك يبقى موثّقاً وخصوصيتك محفوظة.
