Institution: Declining foreign demand for U.S. Treasuries signals dollar weakness
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Institution: Declining foreign demand for U.S. Treasuries signals dollar weakness
According to Jinshi Data, Tim Murray, Capital Markets Strategist at T. Rowe Price, noted that the U.S. dollar has declined significantly in recent months due to weakening foreign demand and仍有 room for further depreciation. The strategist stated, "The confrontational stance of the Trump administration on trade and foreign policy has reduced foreign institutions' willingness to hold U.S. assets—particularly U.S. Treasuries." Murray said investors may need to adjust their portfolios accordingly (especially fixed income allocations) to prepare for further dollar weakness. He suggested shifting part of U.S. equity exposure to non-U.S. equities (which often appreciate in dollar terms when the dollar depreciates) and increasing holdings in assets denominated in other currencies.
TechFlow news, October 21 — According to Jinshi Data, Tim Murray, Capital Markets Strategist at T. Rowe Price, pointed out that the dollar has fallen significantly in recent months due to declining foreign demand and still has room for further depreciation. The strategist said, "The confrontational stance of the Trump administration on trade and foreign policy has reduced foreign institutions' willingness to hold U.S. assets—particularly U.S. Treasuries." Murray said investors may need to adjust their portfolios accordingly (especially fixed income allocations) to prepare for further dollar weakness. He suggested shifting part of U.S. equity exposure into non-U.S. equities (which often appreciate in dollar terms when the dollar depreciates) and increasing holdings in assets denominated in other currencies.




