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Yen exposure tied to 30-year Treasury yield highs, Alexander Stahel notes

Yen exposure tied to 30-year Treasury yield highs, Alexander Stahel notes
Yen defense may trigger Treasury sales

Alexander Stahel, founder and CIO at Commodity Private Equity Fund, highlights the connection between the U.S. stake in the yen and U.S. Treasury yields.

He explains that a prolonged defense of the yen would require Tokyo to sell U.S. Treasuries at a time when 30-year yields are at their highest levels since 2007.

Stahel has previously warned of the risks associated with excess capital during bull markets, urging investors to consider the effects of the capital cycle. He has also noted the ongoing divergence between oil products and crude prices, suggesting this trend could continue as refinery capacity adjusts. His recent comments on U.S. Treasury yields and the yen defense build on his history of addressing supply, capacity, and market pressures.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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