25 May 2025
Posted in
sentix Weekly
Move away from US assets continues
Trump is back with his tariff hammer and spooking investors. The reaction pattern shows an unabated move away from US assets. This can be observed in equities, bonds and the currency market: The strategic bias in EUR/USD, for example, is rising significantly, reflecting a strong aversion to the greenback. On the other hand, the flight to safe havens favours precious metals. Gold and silver are making a statement.
Further results
- Bonds: Next round of withdrawal of confidence
- Precious metals: What a statement
- sentix investor positioning in equities and bonds