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Safe Haven Assets Acting Weird (WSJ)

Posted: Sun Apr 01, 2018 9:23 am
by dualstow
30 March 2018
MARKETS
Safe Haven Assets Are Moving Strangely: Why That Should Worry Investors
Turbulent markets roil gold, U.S. Treasurys alongside stocks
The dollar has crept higher recently and the Japanese yen has also climbed, which is typical when investors are looking to unwind risk. But other assets that usually rally for similar flight-to-safety reasons haven't fared so well. Gold, the Swiss franc and Treasurys have fallen since the Dow Jones Industrial Average slumped 9.4% from its Jan. 26 high.
https://www.wsj.com/articles/safe-haven ... 1522436950

Does this archive.is link work? --> http://archive.is/IBVKn

Re: Safe Haven Assets Acting Weird (WSJ)

Posted: Sun Apr 01, 2018 10:33 am
by jhogue
Dualstow,

I noted that headline too.

I do wonder if the author of the article understands the important distinction between zero correlation of assets and negative correlation of assets.

Re: Safe Haven Assets Acting Weird (WSJ)

Posted: Sun Apr 01, 2018 1:39 pm
by europeanwizard
Thanks for posting that. Interesting read. The graph they post, covers February and March though. Is that then enough to draw a conclusion, I wonder...

Re: Safe Haven Assets Acting Weird (WSJ)

Posted: Mon Apr 02, 2018 6:05 pm
by Tortoise
A month or two is market noise. If the strange behavior persists for a year or more, then I might start paying attention.