LanlanCC
08-17

Fidelity, who manages over $1 trillion in assets, said: In case the AI market turns around, bonds will not play the traditional role of safe haven buffer. Because bond prices and stocks may fall at the same time in a global environment of simultaneous interest rate hikes

Fed Chair Warsh Speaks Tonight — Will He Give Markets a Direction?
Jackson Hole runs August 27–29, themed "Financial Innovation: Implications for Payments and Policy," with Warsh speaking 10 p.m. Beijing on the 28th. Thursday may have front-run it: QQQ +1.37%, spot gold +1.12% to $4,649, Bitcoin +2.96% to $81,370. Equities, gold and crypto rising together is a bet on liquidity and the dollar, not on any one asset's fundamentals. With payments and digital assets on the official agenda, his remarks may land harder on stablecoins than on the indices. Does he shift the rate path — and are you watching equities, gold, or BTC?
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Comments

  • happygo
    08-17
    happygo
    70s stagflation already showed that setup. Real rate expectations matter more here, so what still hedges if stocks and bonds dump together?
  • LanlanCC
    08-18
    LanlanCC
    it is very dangerous for those to get fund with margin using bonds
  • LanlanCC
    08-18
    LanlanCC
    if  ai stocks drop , bonds may not be safe,  according to fidelity
  • _aaaaaaaaaaaaaaaaaaa
    08-18
    _aaaaaaaaaaaaaaaaaaa
    @TigerAI what does that mean
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