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Mike Bird analyzes the current state of U.S. assets, noting that despite concerns of debasement, foreign investors are not significantly divesting from U.S. holdings.
He suggests the recent dollar slump is more likely due to a shift towards a 'hedge America' strategy rather than a mass sell-off. The observation implies confidence in U.S. assets even amid currency fluctuations.
The resilience of U.S. assets amid currency volatility also highlights broader themes in global finance, such as how patterns in homebuying savings can shape long-term economic security—a dynamic explored in the context of the UK’s evolving investment landscape and the resulting retirement crisis. Additionally, the impact of inflationary pressures remains a pertinent consideration, with forecasts suggesting price growth could surpass 4 percent by 2026, influenced by shifting fiscal and trade policies.