מה עומד מאחורי זינוק תשואות האג"ח? האזהרה החריפה של המשקיע האגדי

הערכה

Ray Dalio, a legendary investor, is tying together three alarming signals: rising bond yields, Japan selling off its U.S. Treasury holdings, and a widening budget gap in Washington. His warning is blunt , the U.S. is entering the end phase of the debt cycle. For investors, this means the comfortable assumptions about safe government bonds may be cracking. Dalio is pointing to a structural shift, not a temporary hiccup, and his track record suggests this warning deserves attention.