TechFlow news, October 25 — Market analyst Gabriel Rubin said that as Trump is now neck-and-neck with Harris in opinion polls, investors are turning to betting markets for clues, where odds have shifted in favor of Trump. With U.S. Treasury yields rising this month to a three-month high, the dollar has rebounded over 3% so far in October, partly due to market expectations that a Trump victory could lead to higher U.S. tariffs, potentially fueling inflation and forcing the Federal Reserve to keep raising interest rates. Trade concerns have pushed the euro's one-month implied volatility to an 18-month high. "We've shifted our portfolio toward a defensive stance," said James Athey, fixed income portfolio manager at Marlborough, who expects further dollar gains and has reduced exposure to U.S. Treasuries in favor of German bunds. (Jinshi)
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