Analysis: Hedge funds are rapidly withdrawing from safe-haven assets and shifting their focus to oversold Asian stocks, US Treasury bonds, and the consumer sector.

According to Odaily Odaily, the US-Iran peace agreement is set to be formally signed this Friday, marking a major turning point for global markets. Hedge funds are rapidly withdrawing from safe-haven assets and shifting their focus to oversold Asian stocks, US Treasury bonds, and the consumer sector, striving to replicate the profit logic of the pre-war market. Currently, global hedge fund managers are revisiting their "pre-war script," attempting to capture the first round of premiums after inflation declines. In the bond market, hedge funds are actively betting on a potential "hawkish shift" by the Federal Reserve. Florida-based Grey Value Management and Singapore-based Reed Capital both favor short-term US Treasuries. Analysts believe that as falling oil prices have eased cost inflation, traders are significantly reducing their bets on Fed rate hikes. Currently, the two-year US Treasury yield has fallen significantly, and the release of its safe-haven premium compared to longer-term bonds provides a more stable investment opportunity.