Oct 21, 2022
3 questions and an idea before the weekend. 1/ you have a short investment horizon ( 2 years ) 2/ you are of the opinion that the USD will keep its mighty stand, at least in the short run ? And 3/ You do not want to deal with profit warnings, energy crisis and political dramas on the Old Continent ? If you are inclined to answer three times yes, than the US Treasury offers you a solution supported by a hawkish narrative from the Fed. The 2 year US government bond yield reached indeed 4.6% yesterday! More seriously, we cannot imagine this juicy nominal return doing any good for risky assets overall and more specifically for growth stocks.