Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Asset Allocation Bi-Weekly – Are Long-Term Treasurys No Longer a Safe Haven? (3/16/26)
11 minutes Posted Mar 16, 2026 at 12:29 pm.
0:00
11:26
Download MP3
Show notes

After the war with Iran began, the dollar recorded its largest weekly advance since November 2024. But another traditional favorite destination for investors seeking safety, long term Treasury bonds, performed very different. In this week's report, Confluence Chief Market Strategist Patrick Fearon-Hernandez asks the question, are long term Treasurys no longer a safe haven? The answer to this question has obvious implications for investment strategies.