分析：对冲基金正迅速撤离避险资产，转而布局亚洲超跌股、美债及消费板块

Odaily Planet Daily News The US-Iran peace agreement is set to be officially signed this Friday, marking a major turning point for global markets. Hedge funds are rapidly retreating from safe-haven assets, shifting their focus to oversold Asian stocks, US Treasuries, and the consumer sector, aiming to replicate the profit logic seen in the pre-war market. Currently, global hedge fund managers are dusting off the pre-war playbook in an attempt to capture the initial wave of premiums following the decline in inflation.

In the bond market, hedge funds are actively betting on the Federal Reserve's hawkish pivot. Florida-based Grey Value Management and Singapore's Reed Capital are both bullish on short-term US Treasuries. Analysts believe that as falling crude oil prices alleviate cost inflation, traders are significantly reducing their bets on Fed rate hikes. Currently, the yield on the two-year US Treasury note has notably declined; relative to longer-term bonds, the release of its safe-haven premium offers more stable allocation value.