Mohammad Bagher Ghalibaf has questioned the long-standing perception of US Treasury bonds as a “safe haven” during periods of global uncertainty, amid rising geopolitical tensions involving Iran and the United States. In a recent post on social media platform X, Ghalibaf suggested that investor confidence in US bonds may be driven more by market psychology than by tangible fundamentals, drawing attention to how financial markets behave during crises.

In his remarks, Ghalibaf compared investor behaviour in oil markets with that in bond markets, particularly during tensions around the Strait of Hormuz, a critical route for global oil shipments. He argued that while oil prices are anchored to physical commodities such as benchmark crude, bond markets—especially US Treasuries—rely heavily on perception and sentiment. His comments referenced the tendency of investors to shift funds into US government bonds during periods of market volatility, a practice widely regarded as a risk-averse strategy.

Using pointed language, Ghalibaf described such investment behaviour as "vibe-driven", suggesting that the perceived safety of Treasuries may lack the same tangible backing as commodities like oil. He noted that while oil markets have benchmarks such as dated Brent to ground pricing, bond markets are influenced largely by investor confidence and expectations. His remarks reflect a broader critique of financial systems that depend on trust and sentiment, especially during periods of geopolitical instability.

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The comments come at a time of heightened tensions in global energy markets, where developments in West Asia continue to impact investor sentiment and asset allocation. While US Treasury bonds remain widely regarded by global investors as one of the safest assets, statements like Ghalibaf’s highlight differing perspectives on financial stability and the underlying factors that drive market behaviour during times of crisis.

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