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Under the tide of Fed rate cuts, U.S. stocks are bullish to lead the way for the whole year, while U.S. bonds and the U.S. dollar are being neglected!
With the continuous rate cuts by the Federal Reserve, most respondents predict that the performance of the US stock market for the remaining time this year will surpass the government and corporate bonds market.
Guosen Securities: Will the Fed "stabilize the dollar" or "stabilize US bonds"? Global funds' views on US assets may change.
Guosen Securities stated that looking ahead, the Fed's decision-making may continue to be "tightening", and after a period of "stabilizing US bonds", it is not ruled out that "stabilizing the US dollar" may once again pressure the Fed to adjust its policy direction. These factors may influence the global perception of US assets.
Global Bonds Rush to Anticipate More Interest-Rate Cuts
The Best Bond Moves to Make in an Era of Lower Interest Rates
A large block trade appeared in the short-term interest rate market in the USA, setting a record for the largest scale in SOFR futures history.
Some analysis indicates that this trade may be a bet that the Fed's easing this year will be less than the current expectations.
The Federal Reserve aggressively cut interest rates, triggering a 're-inflation storm' in the US bond market.
The Federal Reserve's 50 basis point rate cut has initiated a new round of easing, however, this aggressive move has reignited inflation concerns in the US bonds market, with some investors worried that the relaxed financial environment may rekindle price pressures.
