Tilting toward foreign bonds remains a winning strategy for US investors this year, based on a set of ETFs through Friday’s close (Aug. 22). The modest gain for a benchmark of US government and investment-grade securities has been no match for offshore bond markets in US-dollar terms.
Daily Archives: August 25, 2025
Macro Briefing: 25 August 2025
AI’s influence on tech stocks, and the market overall, will be in focus this week ahead of chipmaker Nvidia’s earnings report on Wednesday. The company, the world’s largest and an AI belwether, is outperforming the tech sector (XLK) this year by a wide margin: 33% vs. 13%.
