US stocks rebounded, shocking Wall Street! This week's focus will shift to the "Hart's first debate" and CPI data.
①After last week's sharp drop in US stocks triggered by economic concerns, a new wave of bottom-buying stimulated a rebound in the stock market on Monday; ②Looking ahead to this week, traders are closely watching the US inflation data scheduled for release on Wednesday, in search of clues on the scale of the Fed's interest rate cuts; ③In addition, the first presidential debate between Harris and Trump on Tuesday night also attracted the attention of many industry insiders.
The rate cut came too late! Bond traders believe that the Federal Reserve is severely lagging behind.
Last Friday, the bond market sent out several warning signals of potential economic recession, one of which was the changing relationship between the 2-year and 10-year US Treasury bond yields.
US Yield Curve No Longer Inverted: Why This Time The Recession Scenario Might Be Different For Investors
The Bond Market Just Flashed a Reliable Recession Signal. Don't Panic.
Janet Yellen Says Recent Data Points to Soft Landing for U.S. Economy
Are U.S. Treasury bonds outpacing? The speed of the Fed's interest rate cut may determine the life and death of U.S. Treasuries going forward.
For traders, the sharp increase in US Treasury bond yields is a headache. Some believe that the rapid rise in US Treasury yields has already priced in rate cuts, posing a short-term downside risk. There are also analysts who believe that the Federal Reserve may 'think outside the box', with market expectations not fully priced in, leaving room for further increase in US Treasury bonds.
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