US Treasuries no longer a safe haven? #shorts #unitedstates #usa #treasuries #creditsights

Welcome to the CreditSights Podcast!
This episode explores how geopolitical tensions, private credit risk, and shifting investor behavior are reshaping global fixed‑income markets, with a strong focus on Asia. Zachary Griffiths is joined by Zerlina Zeng to unpack a Middle East conflict’s impact on energy prices and bond yields, shifting investor behavior in Korea and China, and why a systemic credit crisis still appears unlikely.
They discuss Asia’s rotation between US assets, local rates, equities, and alternatives, while weighing tight credit spreads, private credit risk, and an uncertain US rate outlook for portfolio allocation. They also explore how AI trends are influencing Asian markets and investment strategies. Tune in for a grounded, Asia‑focused discussion that helps investors cut through the noise and navigate today’s evolving credit landscape.

Видео US Treasuries no longer a safe haven? #shorts #unitedstates #usa #treasuries #creditsights канала CreditSights