
James Van Straten|Sep 09, 2025 07:22
As rates get cut, MMFs/Treasury Bills become less appealing as the yields plummet.
Throw in the DXY index dropping below 100, global appetite for investors decline.
As the 5% yield anomaly disappears, investors will forced to move out and speculate.
Bearer assets or assets that don’t generate yield will become more appealing to investors.(James Van Straten)