Savvy Aussie Bonds Mate! Why Global Treasure Hunters Are Ditching the Yankee Greenback, Savvy?

Why is the Rum Gone? Oh Wait It's the Dollar!

Blimey! Seems the wind's shifted hasn't it? Like a ship without a rudder the U.S. dollar's losing its safe haven status. According to Bank of America investors are jumping ship lookin' for new treasures and they've set their sights on... *gasp* ... Australia! I always knew those kangaroos were hiding something valuable down under. But I must say why is the rum always gone?!

Trump's Trade Tantrums: A 'Sell America' Trade Savvy?

Ah Trump! A man whose trade policies are more tangled than my dreadlocks after a Kraken attack. This 'Sell America' business he cooked up has got investors scarpering faster than I do when I see the Royal Navy. They're dumping U.S. Treasurys and Wall Street faster than you can say 'parlay!' Seems they're all about this dedollarization thing. Less dollars more... well less dollars but elsewhere. Savvy?

G'Day Mate! Aussie Bonds Get a Boost

So Bank of America's FX strategists reckon Australian sovereign debt is about to see some action. Apparently even a small shift away from the Yankee greenback could overwhelm the Australian fixed income market. Overwhelm I say! Imagine the treasure! Of course I'd be happy to help them manage this 'overwhelming' influx of riches for a small fee naturally.

Underweight? More Like Featherweight Dollar!

The high muck a mucks at Bank of America did a Global Fund Managers Survey and they found that fund managers are more underweight on the U.S. dollar than ever before in 20 years! That's a long time even for me! Seems those bigwig fund managers managing more money than I have stolen treasure see a short position in the U.S. dollar as the most crowded trade. Meaning? Everyone's bettin' against it. A bit like bettin' against me escaping the noose eh?

Australia's Bond Bonanza: It's More Than Just 'Roo Stew

Now for small fixed income markets like Australia this rotation out of USD assets could have a MAJOR impact on market pricing. More than a Kraken on a rowboat I reckon. BofA's lads Levingston Sinha and Xue (sounds like a pirate crew to me) say this dedollarization was a big theme on their trip. It means the demand for Aussie bonds is about to go sky high! Get ready for some high seas finance mates!

Peripheral Dollar Bloc: The New Black?

Apparently there's a rising demand for these 'peripheral dollar bloc assets.' Fancy terms eh? Over the past decade the share of official reserves in Australian dollars has doubled! Doubled I say! That's like finding two bottles of rum instead of one! If it gains another percentage point it'll translate to 185% of the net supply of Australian sovereign bonds. Meaning... more treasure for everyone! Especially if Captain Jack Sparrow has anything to say about it! Why is the rum always gone? Because I drink it all savvy?