How will weakening US bonds effect the USD?

It does not seem a bad idea to me to continue to accumulate TBond on the rises; it’s one of the few tools that can defend the portfolio when volatility explodes.
 
The U.S. interest rates are falling and gold is rising. I think that the sentiment on the treasury is overly negative and this might favor the gold. The graph shows the net short exposure of small investors.
 

Attachments

The more the spread between Tnote and Bund will widen, the more the dollar will get appeal, so accumulate U.S. debt in the portfolios from now on by selling Bund.
 
The 30years Bond is always closet to 4% and the dollar is weak. What is the best moment, for an European investor, to buy Bonds in Usd?
 
Back
Top