6 Charts Highlighting the Fragile U.S. Outlook and Why Investors Should Go Defensive

November 8, 2023

Amidst a facade of strength in the U.S. economy, Janus Henderson Investors, based in Denver, has identified signs of a potential fragility that many in the financial markets may not have recognized. The most potent indicator of headwinds facing the U.S. economy is found in the composition of the 10-year Treasury yield (BX:TMUBMUSD10Y). This includes …

Growing Concerns Over US Deficits: Foreign Bond Investors Wary as China and Japan May Unload Treasurys

November 5, 2023

Treasury Secretary Janet Yellen speaks during a news conference at the IMF and World Bank Annual Meetings at IMF headquarters, October 14, 2022 in Washington, DC.Drew Angerer/Getty Images Foreign bond investors are “extremely concerned” about US deficits, according to insights from TD Securities analyst Gennadiy Goldberg. Concerns arise as demand for US Treasury bonds shows …