Bonds Rebound as the Dollar Unravels Once again, the bond market has thrown a wet blanket over any illusions of stability. After a frenzied “tariff tantrum” sell-off that rattled Wall Street’s gilded cages, bonds have made a roaring comeback—marking their best month since February. Meanwhile, the U.S. dollar is in the middle of its longest, ugliest slump since 2017. The Investor Rebellion Against U.S. Assets Why should you care? Because when both stocks and bonds are getting gobbled up while the dollar tanks, it’s a glaring signal that the smart money is running from America’s currency. Investors aren’t just hedging—they’re staging a full-on rebellion against U.S. assets. Safe Havens or Desperation Plays? Let’s step back: Under normal circumstances, stocks are…
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