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Acerbic 🇦🇺 @rsbell07.bsky.social

US bond investors. Not international....

aug 25, 2025, 10:28 pm • 0 0

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Aleksandar Hummel @haleksandar.bsky.social

International investors are less concerned about US inflation than the high risk-free yield US bonds afford (second only to UK). Because inflation pushes down currency they now must hedge the dollar and that lowers income. So indeed if hedging costs run away bonds could suffer under a weak dollar.

aug 26, 2025, 2:17 pm • 0 0 • view