According to Bank of America's Fund Manager Survey, investors are more underweight on the US dollar than at any point in the past 20 years.
Source: @Schuldensuehner @BankofAmerica
30-Year Treasury Bonds have now lost almost half their value over the last 5 years 📉
Source: Barchart
⚠️Japanese insurers' unrealized LOSSES are HUGE: Biggest 📷 insurers’ paper losses on their domestic bond holdings hit a record ¥8.5 TRILLION ($60B) in Q1. Nippon Life, the largest 📷 👇
Source: @GlobalMktObserv
Portfolio Management made simple
Source: X, @alifarhat79
Gold is now the second-most important reserve asset for central banks
Source: ECB, MKS-PAMP, FT
China: The trade war is starting to weigh on activity
Trade balance figures for the month of May reveal a notable slowdown in exports. Source: BCV
JPMorgan Files ‘JPMD’ Trademark For Crypto Payment Services
The bank has filed a new trademark application for “JPMD”, potentially signaling the launch of services tied to crypto trading, tokenized payments, custody, and real-time blockchain transactions. Filed on June 16 with the U.S. Patent and Trademark Office, the “JPMD” mark covers a wide range of offerings — from digital asset trading and fund transfers to crypto-secured financial services and token exchange platforms. While still in early review, this move underscores JPMorgan’s continued commitment to shaping the digital financial infrastructure. Source : coingape
Gold Price over the last 100 years
source : BofA
