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TCW’s Koch Sees ‘Marginal Move Away’ From US Treasuries
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Why This Matters
TCW's CEO Katie Koch expects a 'marginal move away' from US Treasuries, describing it as a 'quiet-quitting' of US bonds, as the global investment community shifts its holdings.
Market Impact
Market impact analysis based on bearish sentiment with 80% confidence.
Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Katie Koch, chief executive officer at TCW, says the investment community globally is likely to shift its holdings away from US Treasuries and describes moves by assets owners she’s met with as “quiet-quitting” of US bonds. Koch speaks to Bloomberg Television on the sidelines of the 2026 World Economic Forum in Davos, Switzerland. (Source: Bloomberg)
Original article published by
Bloomberg
on January 21, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.