Are the US’s own trade policies starting to backfire?

As US assets face uncertainty amidst Treasury issues and rising tariff threats, is the country losing its safe haven status?

The global market mood is shifting — and US assets are no longer the sure bet they once were. With Treasury dysfunction, soft inflation data, and rising tariff threats, investors are asking: has the US lost its safe heaven status?

We’re joined by David Scutt, APAC Market Analyst, to unpack it all. Is the bond market trying to tell us something deeper about recession risk?