Tariff shocks hit the market, US Treasury yields reach new highs this year, S&P almost sees five consecutive declines, NVIDIA rises sharply after earnings reports, Chinese companies make a strong push, Alibaba is up nearly 4%, and Bitcoin continues to plu

Super Micro Computer rose by 12%, leading the S&P; Apple fell nearly 3%, leading the Dow; AppLovin dropped 12%. The pan-European stock index reached a historical high. After Trump mentioned tariffs, the Mexican peso, Canadian dollar, and euro turned to rise briefly, setting a new daily high. Bitcoin fell by over $7,000 during the session, dropping below the 0.083 million threshold. Crude Oil Product continuously hit new lows for the year. Gold turned to rise after approaching a one-week low.

wallstreetcnFeb 26 17:38 ET

At the end of the month, there is still a gap in the amount of discounted bills. Under the price reduction by large banks, the 6-month national stock Silver bill interest rate has fallen below 1.2%.

① After the Spring Festival holiday, the sentiment for Bid in the note market among major Banks is relatively low, with many major Banks pressing prices to collect notes, and Volume is also on the decline. ② March, as the "big month for Crediting" for businesses, shows a trend of rising note interest rates again.

cls.cnFeb 26 02:36 ET

The U.S. Treasury Secretary wants the "natural decline of U.S. bond yields," and the market "understands it."

Traders are betting heavily on a further decline in U.S. Treasury yields. On just Tuesday, approximately 60 million dollars was wagered that the 10-year Treasury yield will drop below 4.15%. If the yield further falls to 4%, this position will profit approximately 40 million dollars.

wallstreetcnFeb 25 21:11 ET

The bond market has undergone significant adjustments, facing redemption pressure, with the Fund experiencing nearly 20 billion in net Sell for several consecutive days.

① The increasing pressure for redemption in the bond market is mainly due to the expectations of cuts in reserve requirements and interest rates not materializing. ② From February 17 to 24, the Fund experienced six consecutive days of net Sell, with a total net Sell of 19.53 billion yuan. ③ How to operate in the future market?

cls.cnFeb 25 07:56 ET

Musk's DOGE is booming and cutting costs, but the bond market is simply not buying it...

Although the DOGE team claims to have achieved a reduction in spending of 55 billion dollars, this figure represents an extremely small proportion of the annual budget, far from sufficient to affect the 1.8 trillion dollar budget deficit. Since Trump's administration began, the yield on 10-year U.S. Treasury bonds has fluctuated between 4.4% and 4.7%, higher than the approximately 4.3% just before he was elected.

wallstreetcnFeb 25 01:18 ET

"The era of the Wealthy Economy"? The top 10% of the population in the USA accounts for 49.7% of total national consumption, reaching a historic high!

The USA economy is increasingly dependent on the Consumer spending of high-income groups. Economist Mark Zandi estimates that the consumption of just the top 10% of high-income individuals contributes nearly one-third of the USA's GDP. However, some analyses point out that if a decline in the stock market or housing prices affects the confidence of high-income groups, resulting in reduced spending, it will have a significant impact on the overall economy.

wallstreetcnFeb 24 08:33 ET