Wall Street follows the guidance of the Federal Reserve, and major institutions predict a decline in US Treasury yields next year.
Wall Street is responding to messages from the Federal Reserve, predicting that even if Trump's trade and tax policies pose risks to the bond market, the short-term US Treasury yields will still decline by 2025. Strategists' forecasts are largely in agreement, believing that the 2-year Treasury yield, which is more sensitive to the Federal Reserve's interest rate policies, will decrease. They also expect that the yield will drop by at least 0.5 percentage points from its current level in 12 months. David Kelly and others from the Morgan Asset Management team stated, "Although investors might be myopically focused on the speed and extent of interest rate cuts next year, they should take a step back and consider the Federal Reserve in 2025."
Hedge funds are increasingly turning bullish, betting that the dollar will rise to 165 yen.
Leverage Funds have started to be Bullish on the US dollar against the Japanese yen, as they are building positions, betting that the currency pair will rise by 5% in the coming months. After last week's hawkish decision from the Federal Reserve and the dovish rate decision from the Bank of Japan, hedge funds have rushed into Call options trading for the US dollar against the Japanese yen. These sentiments have also negatively impacted the market's outlook on the yen, leading to a decrease in optimism regarding the yen's prospects. On December 19, following the central bank's decision, trading volume for USD/JPY on DTCC surged to over 23 billion USD, surpassing this month's previous high of approximately 15 billion USD. As of 14:19 Tokyo time on Monday, the exchange rate of USD/JPY is
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The central parity rate of the RMB against the US dollar is reported at 7.1901, up 10 basis points.
On December 20, the central parity rate of the renminbi against the US dollar was reported at 7.1901, up by 10 basis points. Barclays: The Federal Reserve may cut interest rates twice in 2025, each by 25 basis points. Barclays expects the Federal Reserve to cut interest rates twice in 2025, in March and June, each by 25 basis points. It is anticipated that in the second half of 2025, the core personal consumption expenditures (PCE) inflation level will rise again, so Barclays believes that around mid-2026 the Federal Reserve will continue to lower interest rates, expecting two cuts in that year, each by 25 basis points, adjusting the target interest Rate Range to a moderately tight 3.25% to 3.50%.
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BullBuyerShortSeller : Actually, SOXL is impacted by upcoming ERs (ADM,QCOM,KLAC, NDIA)
ひな☆彡 SOXL(Bull) OP BullBuyerShortSeller : Ok
ylt : Keep holding