'Hedge America' Trade Takes Over The S&P 500: Here's How You Can Take Part - SPDR Gold Shares (ARCA:GLD), iShares Silver Trust (ARCA:SLV)
Benzinga·2026-02-13 19:06

Despite fears that foreign investors would dump U.S. assets, stock inflows have remained strong.But the dollar has still tanked 8% over the past year, and foreign purchases of U.S. Treasuries have slowed sharply. This has given rise to a new narrative called the “hedge America” trade.Hedging Replaces SellingWhen Danish pension fund Akademiker Pension dumped $100 million in U.S. Treasurys in January, markets braced for contagion. But CIO Anders Schelde called it “daily business” driven by deficit concerns, n ...