Headlines
Bloomberg MarketsWhite House Explores Antitrust Probe on HomebuildersFinancial TimesUS announces crackdown on copycat weight-loss drugsBloomberg MarketsSotol Romo Founder on Launch, Bad BunnyBloomberg MarketsJason Wright: Women's Sports Are The Small Caps of SportsBloomberg MarketsFmr. Viacom CEO: Netflix 'Better Fit' For WBD TakeoverBloomberg MarketsDraftKings Expands Prediction Markets With Crypto.comBloomberg MarketsHigh-Yield Market More Immune Than Loans: PoliBloomberg MarketsBitcoin Reclaims Almost All of the Losses From Thursday’s RoutBloomberg MarketsSee More Volatility in the Curve: DoubleLine's ShermanBloomberg MarketsFanDuel CEO: Prediction a ‘Great Complementary Offering'Financial TimesUS launches antitrust review of $83bn Netflix deal for Warner BrosBloomberg MarketsVentas CEO: Will Aggressively Expand Senior HousingFinancial TimesChina warns US arms sales to Taiwan could threaten Trump visitBloomberg MarketsAsset Allocators Diversifying Dollar Exposure: Oksana AronovBloomberg MarketsCredit’s Relentless Rally Drives Europe Risk to Post-’07 LowBloomberg MarketsWhite House Explores Antitrust Probe on HomebuildersFinancial TimesUS announces crackdown on copycat weight-loss drugsBloomberg MarketsSotol Romo Founder on Launch, Bad BunnyBloomberg MarketsJason Wright: Women's Sports Are The Small Caps of SportsBloomberg MarketsFmr. Viacom CEO: Netflix 'Better Fit' For WBD TakeoverBloomberg MarketsDraftKings Expands Prediction Markets With Crypto.comBloomberg MarketsHigh-Yield Market More Immune Than Loans: PoliBloomberg MarketsBitcoin Reclaims Almost All of the Losses From Thursday’s RoutBloomberg MarketsSee More Volatility in the Curve: DoubleLine's ShermanBloomberg MarketsFanDuel CEO: Prediction a ‘Great Complementary Offering'Financial TimesUS launches antitrust review of $83bn Netflix deal for Warner BrosBloomberg MarketsVentas CEO: Will Aggressively Expand Senior HousingFinancial TimesChina warns US arms sales to Taiwan could threaten Trump visitBloomberg MarketsAsset Allocators Diversifying Dollar Exposure: Oksana AronovBloomberg MarketsCredit’s Relentless Rally Drives Europe Risk to Post-’07 Low
Home/Bloomberg Markets
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Bloomberg Marketsglobal

Asset Allocators Diversifying Dollar Exposure: Oksana Aronov

Bloomberg Markets
Friday, February 6, 2026 at 10:32 PM
~4 min read

Original Report

"On "Bloomberg Real Yield", Oksana Aronov, head of market strategy for alternative fixed income at JPMorgan Asset Management, and Jeff Sherman, deputy CIO at DoubleLine Capital, talk with Bloomberg's...

"On "Bloomberg Real Yield", Oksana Aronov, head of market strategy for alternative fixed income at JPMorgan Asset Management, and Jeff Sherman, deputy CIO at DoubleLine Capital, talk with Bloomberg's Scarlet Fu about the US dollar. (Source: Bloomberg)

Glass House Analysis

Treasury market movements signal how investors view America's fiscal health and economic trajectory. Rising yields mean the government pays more to borrow, which eventually shows up in taxes or reduced services. For average Americans, this translates to higher mortgage rates, more expensive business loans, and a general tightening of financial conditions that makes everything from buying a home to starting a business more challenging.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%