Economist Jakob Feveile and colleagues, writing on VoxEU, revisit the long-held view of the US dollar as a global βsafe-havenβ currencyβan asset investors flock to during periods of heightened uncertainty and market risk. Their article questions whether the dollarβs historical role as a sanctuary remains accurate when examined against empirical evidence and market behavior.
The authors analyze the dollarβs performance in episodes of stress and compare it to other assets commonly seen as refuges. They probe the mechanisms by which capital flows, exchange-rate dynamics and investor preferences can alter the dollarβs behavior in crises, suggesting that its status may be more conditional and historically variable than often assumed.
The piece offers a reassessment of a fundamental assumption in international finance and encourages closer scrutiny of when and why the dollar acts as a safe haven. #USD #VoxEU #FiatNews
On 6 February 2026, a commentary revisited the recurring debate over the future of the classic 60/40 portfolio β typically 60% equities and 40% bonds β amid ongoing concerns about low bond returns. The piece opens with the observation that talk of the soβcalled "death of 60/40 portfolios" keeps resurfacing.
The core issue is straightforward: critics argue that persistently low expected returns on bonds undermine the role of the 40% allocation as a stabiliser and income source. The commentary notes that these warnings have appeared repeatedly over time, usually linked to periods when bond yields are expected to be weak.
As the discussion persists, investors are reminded that the debate stems less from a single seismic development than from recurring concerns about bond return prospects, prompting reconsideration of portfolio construction rather than announcing a definitive end to the 60/40 approach. #stocks #bonds #portfolio #FiatNews
Concerns are growing for Chinese EV makers as long-term declines in BYD shares highlight investor unease over profitability. Weakening domestic demand and higher raw-material costs are cited as key headwinds for the sector. #BYD #FiatNews
Reddit delivered a strong Q4: revenue rose about 70%, with results beating expectations on top-line, profitability and user growth. The performance lifted the stock despite broader tech sector weakness. #Reddit #FiatNews
US labour signal mixed: job openings fell unexpectedly in December and Challenger reported significant layoffs in January. Official US employment data are due next Wednesday and will be watched closely by markets. #USJobs #FiatNews
The Czech National Bank left rates unchanged at 3.5% and delivered a mildly hawkish message. Governor AleΕ‘ Michl said this yearβs inflation decline is largely one-off; future policy hinges on wage dynamics and services inflation. #CNB #FiatNews
Czech industry closed 2025 with solid but uneven growth. ΔSOB chief economist Jan BureΕ‘ sees a cautiously optimistic 2026 outlook, citing potential support from higher domestic investment, recovering external demand and the start of a new German investment cycle. #FiatNews
KomerΔnΓ banka reported Q4 2025 net profit down 4.9% year-on-year to CZK 4.5bn, weighed by weaker core yields and lower fees. Management flagged cost savings and reserve releases but said these did not fully offset revenue declines; outlook for 2026 described as optimistic. #KomerΔnΓbanka #FiatNews
Sector rotation in US markets: tech leaders retreated while defensive stocks gained traction. The move reflects a reallocation of capital rather than a broad-market washout, with investors favouring lower-volatility names amid rising uncertainty. #FiatNews
Stellantis announced a β¬22bn restructuring charge tied to a pullback from aggressive EV plans and said it will not pay a dividend. The market reacted fiercely: shares plunged about 22% on the news. #Stellantis #FiatNews
