Latest Research
PULSE - May 26, 2026
AI-Driven Bifurcation, an Iran War Risk Vacuum, and Hawkish Repricing Define a Week of Selective Resilience
Executive Summary
- The single largest weekly increase across all narrative themes tracked by Perscient involved media discussion of foreign central banks actively seeking to reduce their US Treasury holdings — a surge driven by the Iran conflict's now four-month energy shock, which has forced Asian central banks to liquidate dollar-denominated reserves for currency intervention and pushed cumulative foreign-held Treasury reductions to approximately $82 billion since the war began.
