Goldman Sachs strategists say companies that are reducing their global exposure or benefit from onshoring are outperforming so far this year.
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Goldman Sachs strategists say companies that are reducing their global exposure or benefit from onshoring are outperforming so far this year.
Source
Japan’s longstanding role as the global bond market’s “quiet stabilizer” may be about to shift — and U.S. Treasurys could be first to get caught up in the fallout. Japanese investors and institutions are among the biggest foreign holders of sovereign debt. At the end of 2024, they were the top overseas holder of U.S. […]
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