Goldman Sachs: Shorting the US dollar against the Japanese yen is the best forex hedge against AI-driven selloffs

智通财经2026/11/05 13:07

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⑴ Goldman Sachs recommends selling USD/JPY to hedge against potential stock market downside risks driven by artificial intelligence. ⑵ The institution analyzed the 20 largest instances since 2000 where both stocks and bond yields fell simultaneously, and found that the yen consistently performed strongly and displayed defensive currency characteristics. ⑶ Goldman Sachs believes that if there is a significant sell-off in the artificial intelligence sector, it could trigger a decline in U.S. Treasury yields and rekindle demand for the yen.

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Goldman Sachs: Shorting the US dollar against the Japanese yen is the best forex hedge against AI-driven selloffs

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