Asset Allocation Bi-Weekly – Are Long-Term Treasurys No Longer a Safe Haven? (3/16/26)
About this episode
The episode discusses whether long-term Treasurys are still a safe haven for investors in light of recent market changes.
After the war with Iran began, the dollar recorded its largest weekly advance since November 2024. But another traditional favorite destination for investors seeking safety, long term Treasury bonds, performed very different. In this week's report, Confluence Chief Market Strategist Patrick Fearon-Hernandez asks the question, are long term Treasurys no longer a safe haven? The answer to this question has obvious implications for investment strategies.
People in this episode
Host: Patrick Fearon-Hernandez
Topics covered
- investing
- finance
- economics
- market analysis
- government bonds
Keywords
- long-term Treasurys
- safe haven
- investment strategies
- dollar advance
- war with Iran
Mentioned in this episode
Places: Iran
More episodes of Confluence Podcasts
- Bi-Weekly Geopolitical Report – The War in Iran and the End of US Hegemony (4/20/2026)
- Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)
- Asset Allocation Bi-Weekly – The Strategic Petroleum Reserve: A Primer (3/30/26)
- Bi-Weekly Geopolitical Report – From the Shah to the Strait: The US Gamble to Stabilize the Gulf (3/23/2026)
- The Confluence Mailbag – From Iran to AI: Making Sense of Today’s Markets (3/19/26)
- Confluence of Ideas – The Case for Hard Assets: An Update for 2026 (3/17/26)
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