Do investors really want out of U.S. assets? (June 23, 2025)

Lauren Goodwin and Julia Hermann examine a key question hanging
over global allocation: do investors want out of the U.S.? This
week’s episode explores what recent Treasury auction results and
a weaker U.S. dollar reveal about investor sentiment and global
capital flows. As diversification gains attention, they examine
whether these shifts signal a broader move away from U.S. assets
or simply reflect a changing global landscape.