Donald Elefson

Stable bond and currency analyst.
39 years emerging market investing
CFA

[Donald Elefson @etherfusedon]

@Erva_00_1 Nebraska

[Donald Elefson @etherfusedon]

https://t.co/1aPGTEjE7f

[Donald Elefson @etherfusedon]

@Hania16836 A candy container

[Donald Elefson @etherfusedon]

@Monica55dzrh cigarette lighter

[Donald Elefson @etherfusedon]

@Sahar393815 compass for drawing

[Donald Elefson @etherfusedon]

@ohhanxiety bike bell

[Donald Elefson @etherfusedon]

@sweet_nector1 OIl can

[Donald Elefson @etherfusedon]

@otokyo cigarette lighter

[Donald Elefson @etherfusedon]

@shouq_al90149 Rabbit

[Donald Elefson @etherfusedon]

@lady_valor_07 lincoln logs

[Donald Elefson @etherfusedon]

https://t.co/FlVyQkt7QC

[Donald Elefson @etherfusedon]

@honeymoon250 bike pedal

[Donald Elefson @etherfusedon]

@lady_valor_07 a top

[Donald Elefson @etherfusedon]

@Darkdarling00 connecticut

[Donald Elefson @etherfusedon]

https://t.co/mobnJxG40P

[Donald Elefson @etherfusedon]

@WorkElizab Electric knife

[Donald Elefson @etherfusedon]

@ronsterd89 Graoefriut

[Donald Elefson @etherfusedon]

https://t.co/AesuUQFP8m

[Donald Elefson @etherfusedon]

The dollar is acting like a haven, but Treasuries are not. Since Feb. 28, DXY is up 5% at the peak and still +2.37%, while the 10Y yield is 30 bps higher, showing investors want USD exposure but are shunning US bond risk.
The message: trust the dollar, not necessarily US government debt. Non-US bonds look good too.

[Donald Elefson @etherfusedon]

@Darkdarling00 cricket