Tariff relief, but how brief?


The tide is turning against the dollar and US bonds. — Reuters

ANOTHER tariff climb down from the Trump administration sparked a relief rally in world stocks and bonds on Monday, but smoldering growth fears and deep-rooted doubts over the wisdom and execution of US trade policy limited the euphoria.

Zoom out and the world continues to reassess its long-held faith in the dollar and US Treasuries, the fates of which increasingly appear to be in the hands of foreign private sector investors.

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