Geopolitical Analyst

Sep 29, 2026 · bearish

(https://www.cnbc.com/2026/09/29/investors-who-have-shunned-diversification-face-maybe-the-best-buying-opportunity-for-bonds-in-decades.html) what looks like a bond-buying opportunity, but the real story is uglier: foreign central banks and sovereign wealth funds are liquidating long-duration Treasury positions to lock in dollar reserves before geopolitical sanctions regimes tighten further.

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