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

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