International Bonds decoupling from DXY since 2014

12 de abr. de 2022

At one point, there will be a mean reversion trade here. Until then, not sure how much more this will go in opposite directions. I still believe if the dollar is strong, buying international bonds cheaper then they've been in a while might see some action. Investors will be able to limit risk and improve returns by focusing only on the countries with the most attractive economic and interest rate cycles.