Hedging Demand Resurges Amid Political Uncertainty and Big Tech Exodus
Wolfe Research Suggests the 2s/10s Yield Curve Wants to Breakout
Bank of America: Everyone believes in a rate cut and a trade with Trump, so it's time to "buy rumors, sell news".
Bank of America's Chief Strategist Michael Hartnett believes that market risk appetite is rotating, rather than receding, and expects funds to flow from the US dollar to gold, from large-cap stocks to small-cap stocks, and the market will shift from momentum trading to volatility trading.
What to Expect in the Week Ahead (Google and Tesla Earnings; GDP and PCE Data)
Won't Get Fooled Again - Fed Wants Inflation to Cool Further Before Cutting Interest Rates
NASDAQ is experiencing a major correction, where can you hide? The Dow Jones, gold, and US bonds are all falling, but bitcoin remains 'strong'.
Market style has changed due to factors such as improved prospects for Trump's campaign and increased expectations for interest rate cuts.
Latest data! The two largest "creditors" of China and Japan are massively selling off US debt, while the United Kingdom is increasing its shareholding by $13.1 billion.
China's debt holdings in May approached the lowest point since 2009.
Fed Rate Cuts Aren't Imminent as Labor Market Data Comes With Caveats - Vanguard
Underlying Details of 20-Year U.S. Treasury Bond Auction Were Strong
Rate Cut Bets vs. Trump Trades: Key Assets to Watch in the Hottest Trades Now
IG Corporates Would Yield More Than HY Debt If Rates Move Lower - DataTrek
Yield Curve: US30Y Jumps Above the US2Y for the First Time Since Late January
Greater Prospects of Trump Winning Election Could Push Up U.S. Treasury Yields -- Market Talk
It's Time for the Fed to End the Waiting Game
Will Rate Cut Expectations Trigger a Shift from Large to Small Caps?
Fed's First Rate Cut Will Most Likely Come in September - SA Sentiment Survey
U.S. Treasury Investors Look to Be in Bond-Positive Mood -- Market Talk
The Nasdaq fell nearly 2%, with the largest selling volume of the 'Seven Sisters' in a year and a half, while small caps and Chinese concept stocks surged, and US bonds rose sharply.
Comprehensive cooling of US inflation, September rate cut betting pushing US stocks rotation, S&P and Nasdaq ended seven-day consecutive gains and moved away from their highs, Tesla plummeted 8.4%, the worst in nearly half a year and stopped 11-day consecutive gains, Nvidia fell 5.6%, and the chip index fell 3.5%. The Russell 2000 small-cap stocks rose 3.6%, the best since November last year and the highest in two and a half years, and the worst-performing real estate sector this year had the largest increase in the year. US bond yields fell sharply across the board, with the US dollar falling the deepest in two months. The yen rose by 2.6% at one point, the biggest gain since the end of 2022, and anonymous officials confirmed that the government intervened to rescue the currency.
Falling Rates Open an Opportunity in Fixed Income
US Treasury Yields Plummet as Inflation Surprises, Fed Dovish Bets Grow