Worthwhile article that shows that Treasury bonds have been anything but a safe haven during times of war and pandemic - even stocks and real estate have done better.
https://cepr.org/voxeu/columns/safe-unt ... 2021193635
Two of the authors wrote another article specifically focusing on market reaction to the tariff tantrums. Short summary: Treasuries didn't benefit from flight to safety but gold did.
https://cepr.org/voxeu/columns/how-tari ... treasuries
Safe until crisis: What 300 years of wars reveal about government debt safety
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