De-dollarization Accelerates Amidst Emerging Growth Risks: Wmax Interprets the New Landscape of the US Treasury Market Under Middle East Conflict
- 2026-03-31
- Posted by: Wmax
- Category: financial news
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Global central banks sold $82 billion in US Treasuries, a 14-year low, accelerating the de-dollarization trend. The market has over-priced inflation shocks and overlooked growth recession risks, making 2-5 year US Treasuries attractive for investment. It is recommended to allocate to short-to-medium term US Treasuries, with attention to shipping in the Strait of Hormuz, US non-farm payroll data, and signals of a Federal Reserve policy shift.
The market is pricing in two core biases in the dollar and U.S. debt amid geopolitical conflict
- 2026-03-27
- Posted by: Wmax
- Category: Featured solutions

The dollar's current uptrend for the typical long trap, Europe and the United States policy divergence will drive the dollar weakened deterministically. U.S. bond sell-off is forced to close short-end positions and liquidity deterioration caused by non-long-term pricing logic reconstruction. It is recommended that the short-term defense priority, medium-term layout of the euro pound long, U.S. bonds in the short-end and gold, to grasp the trend reversal opportunities.
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