ilmscore | The Global Yield Shift That Could Hit U.S. Markets

The Global Yield Shift That Could Hit U.S. Markets

Published: 2025-11-26
Status: Available | Analyzed

Predictions from this Video

Total: 2
Correct: 2
Incorrect: 0
Pending: 0
Unrated: 0
Prediction
Topic
Status
Capital is expected to move out of dollar-denominated assets and return to Japan due to rising interest rates there.
"money right now could be leaving dollar denominated assets and going back to their homeland where interest rates are high enough to make sense keeping that money at home."
Capital Flows
Correct
Investors are predicted to sell dollar assets and repatriate funds due to unfavorable yield differentials after accounting for currency conversion and hedging costs.
"it now makes more sense to sort of unwind those trades and to sell those dollar assets and to bring the money back home."
Dollar Assets
Correct