The slogan finally arrives at its moment of fulfillment! Is the "Trump Trade" at a new crossroads?
① From the "beautiful aspirations" before the election to the "wanton revelry" after the election, Trump's Trade has gone through two phases over the past six months; ② Now, this Trade's "third phase" may be the most turbulent journey that is about to unfold: with Trump's official inauguration, all of the campaign slogans from last year's USA election winner will soon come to fruition...
On his first day in office, Trump may sign over 100 executive orders. How will this shake up the financial markets?
① On the day Trump takes office, USA policy will undergo a major transformation, which may have widespread and profound effects on subsequent financial markets; ② The outside world expects him to sign at least 100 executive orders involving multiple areas of market concern.
The IMF has raised the Global economic growth forecast to 3.3%, with upward adjustments for both the Chinese and American economies.
On Friday, the International Monetary Fund (IMF) released an updated version of the World Economic Outlook report, raising its forecast for global growth in 2025 to 3.3%, an increase of 0.1 percentage points from the forecast made in October last year. The IMF's forecast for global growth in 2026 remains unchanged at 3.3%.
How high will US Treasury yields soar? Nomura: They could rise as high as 6% this year.
Nomura stated that from a long-term historical perspective, the 10-year U.S. Treasury yield is still relatively low compared to the two main driving factors of "CPI inflation rate" and "budget deficit": currently, the cyclically adjusted level of "CPI inflation rate + budget deficit (as a percentage of GDP)" is at its worst since 1960.
What are the major events worth paying attention to in the Futures market next week? What are the points of interest in each Sector?
Key data and events next week: China's one-year and five-year loan market Quote interest rates, Trump taking the oath of office as the new President of the USA, USA Martin Luther King Jr. Day, and several Exchanges adjusting trading hours........
Tariffs, US debt, tax cuts, the "333" plan..... Tonight, these are the five key points of the hearing for the appointment of the US Treasury Secretary.
Analysts expect that Beisent may continue to issue U.S. debt on a large scale, and is willing to issue ultra-long-term U.S. debt with maturities of 50 or 100 years, indicating that Beisent believes interest rates may remain at current levels or continue to rise. In addition, Beisent stated that the priorities of its policy will be to fulfill Trump's tax cut promises, such as making the tax cuts from 2017 permanent, and exempting tips, social security benefits, or overtime pay from taxes.