TechFlow, July 25 — According to Jinshi Data, Barclays analysts said in a report that investors may not engage in significant dollar selling during the portfolio rebalancing process at the end of this month. The bank's month-end rebalancing model indicates that any dollar selling pressure is expected to be modest. In the first half of July, elevated core inflation, resilient economic activity, and a strong labor market collectively supported the dollar. However, these gains were fully offset by mounting pressure from Trump on Powell to cut interest rates. Positive momentum in U.S. equities continues, while U.S. Treasuries have underperformed relatively. Barclays assesses potential end-of-month demand in the foreign exchange market—especially among investors aiming to maintain currency hedge ratios—by measuring the relative performance between foreign and U.S. stocks and bonds.
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