Terminal Fed Funds Target Seen Higher Due to Likely Higher U.S. Fiscal Spending
Treasury Yields Hover Near 4-month Highs as Attention Turns to Fed
"Bond Vigilantes" target Trump, the "anchor of global asset pricing" dances again.
The financial markets believe that Trump's policies may lead to inflation and increase federal debt, causing US bond interest rates to rise.
Treasury Debt Gets 'Punched in Face' After Trump Win. What to Do With Bonds Now
Fed's Confidence in Flagging Rate Cuts 'Might Wane' as Trump's Economic Impact Unfolds
Trump's 'Second Impeachment', inflation risk still ignored by the market? Experts: Don't underestimate it too much.
Bloomberg macroeconomic strategist Simon White believes that while it is generally believed that Trump's policies will fuel inflation in the USA, the market currently still underestimates the inflation outlook. He stated that, based on risk adjustment, inflation-linked bonds remain one of the best assets to combat rising inflation.
Trump secures the White House! The US bond market is undergoing a huge wave, and the Fed's policy is facing a major test.
①Republican presidential candidate Trump secures election victory, Republicans win Senate control; ②U.S. 10-year Treasury notes yield surged by 18 basis points, 2-year U.S. Treasury notes yield rebounded to a high since August, USD index soared by 180 points. ③Republican control of the Senate may lead to a shift in economic policy, increasing deficits and inflation, sparking market concerns about the Fed's future room for interest rate cuts.
Will U.S. Treasury Yields Surge Postelection? ETFs in Focus
Trump gave a victory speech: We have made history, the usa will usher in a "golden age".
1. Trump announced victory in the 2024 presidential election, thanking supporters and promising to "fix everything in the usa"; 2. Multiple American media outlets have calculated that Trump has secured at least 270 electoral votes, but Democratic candidate Harris has not yet admitted defeat.
U.S. Treasury Selloff Could Be Excessive; Fed to Continue to Cut Rates -- Market Talk
Harris is ahead of Trump? The options market sees a surge in bullish bets, while long positions in government bonds hit a three-month high.
As opinion polls show Harris gaining an advantage in a potential showdown with Trump, there has been a clear short-term call betting trend in the usa options market recently.
"Bond Guardian" returns! Regardless of who wins, will US bond yields still hit 5%?
Bond investors are "voting with their feet," betting that the continued interest rate cuts by the Fed and the expansionary fiscal policy of the next government will push up long-term inflation. Once the yield on the 10-year U.S. Treasury bonds is pushed up to 5%, it will impact the Fed's subsequent rate-cutting actions.
SA Sentiment: Debt Is the Top Economic Issue for U.S. Voters
Facing the impact of election day: the usa stock, bond, and currency markets are entering a 'battle state'!
①As the polls continue to show intense competition in the usa presidential election, on the first trading day of the "super week" entering the election and the Fed interest rate decision, US stocks, the US dollar, and US Treasury yields have all fallen; ②At the same time, traders in various cross-asset fields have already entered the final preparation mode before election day...
Traders are withdrawing from the "Trump trade" and are no longer betting on expectations of rising inflation.
On Monday, usa Vice President Harris received the final support of voters in key states, while participants in the bonds market have withdrawn from the 'Trump trade' and are no longer betting on rising inflation expectations.
No matter who becomes president, goldman sachs trading department: regardless of the outcome, CTA will sell stocks this week.
Last week, CTA has already sold $8 billion worth of global equity. goldman sachs trading department predicts that in the market's decline, the E-mini s&p 500 index will experience an outflow of $11.2 billion, and will have an outflow of $0.94 billion in the case of an increase.
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Declares Monthly Distribution of $0.3585
How to trade after the election? When trading U.S. stocks, you need to pay attention to U.S. bonds.
Wall Street strategists generally believe that the yield on US Treasury bonds will determine the trend of the US stock market after the US election. If Trump wins and the Republicans sweep Congress, it is expected that the 10-year US Treasury bond yield will experience limited fluctuations, bullish for the stock market; if Harris wins and Congress is divided, consumer stocks and wind power stocks affected by tariffs may benefit in the short term.
Treasury Yields Fall Ahead of U.S. Election, Fed Decision -- Market Talk
U.S. Election, Central Bank Decisions Likely to Keep Bond Markets Volatilie This Week -- Market Talk