U.S. Treasury ETFs are a type of exchange-traded fund (ETF) that focuses on investing in U.S. government bonds. These ETFs typically invest in U.S. Treasuries with varying maturities to provide investors with a diversified selection of bond investments. U.S. Treasuries are often viewed as safe-haven assets and stable income investment options due to their high credit ratings and low-risk characteristics.
The long-term bear market for the US dollar has arrived! Deutsche Bank: This will have a profound impact on the Global economy and capital flows.
Deutsche Bank believes that the dollar bull market has ended and a bear market has begun. The core reasons include a decrease in the global willingness to finance the U.S. twin deficits, a peak in the holdings of U.S. Assets, and a tendency among many countries to promote growth through domestic fiscal measures. The EUR/USD Exchange Rates are expected to reach 1.15 by the end of 2025, gradually approaching 1.30 thereafter.
Goldman Sachs: The risk of a recession in the U.S. is underestimated, focusing on China's Internet, Brokerage, and others.
Goldman Sachs predicts that the Global shipments of Smart Phones will remain flat in 2025 (1.24 billion units).
Citadel CEO Griffin: Trump's trade war has become "meaningless", damaging the USA's Assets brand and making Americans poorer.
Griffin believes that Trump's actions have tarnished the once "unparalleled" excellent reputation of USA Assets, including US Treasury bonds, the strength of the US dollar, and national creditworthiness. His tariff policies have failed to bring manufacturing back to the USA and have instead made the USA "20% poorer all around," making the trade war "meaningless" and producing no winners.
Bond giant PIMCO is "shorting": underweighting the dollar!
Investors are increasingly turning to "home country Assets."
The founder of Castle Invest warns Trump: Do not tarnish the reputation of USA national debt.
① Ken Griffin, founder and CEO of Castle Investment, stated on Wednesday that the Global trade dispute initiated by President Trump is damaging the national image of the USA and the reputation of the USA bond market; ② Griffin pointed out that the credit value of USA Treasury bonds was once unmatched, but now we are putting this prestigious label at risk.
China Securities Co.,Ltd. expects that the Federal Reserve will initiate a new round of structural QE to hedge against the ongoing supply pressure of U.S. Treasury bonds.
CSC expects that the Federal Reserve will initiate a new round of structural QE in coordination and relax restrictions on commercial banks' supplemental leverage ratios, to hedge against subsequent supply pressure of U.S. Treasuries.