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Goldman Sachs: The "rush towards junk stocks" trend will continue until Trump's inauguration, with the most short sold U.S. stocks being favored.
Goldman Sachs advises to continue holding the most short-sold stocks until the end of January next year, as a decrease in interest rates, avoidance of an economic recession, resolution of election uncertainties, and Trump's overwhelming victory will create an environment favorable for a rebound driven by 'animal spirits,' which benefits low-quality stocks.
Wall Street comments on CPI: A rate cut next month is basically certain, but the pace of rate cuts next year may slow down due to Trump's policies.
Wall Street analysts say that CPI data in line with expectations can almost guarantee that the Federal Reserve will cut interest rates next month, but the market still needs to assess the impact of inflation caused by the next US president, Trump, which may lead to the Federal Reserve slowing down its rate cuts next year.
Treasury Yields Slip After CPI Data -- WSJ
U.S. Treasury Curve Has Room to Steepen -- Market Talk
Treasury-German Bund Yield Spread Could Widen If U.S. CPI Data Surprises -- Market Talk
US Treasury put positions continue to rise, with US October CPI data becoming a focus of attention.
Data released on Tuesday shows that the open interest of two-year US Treasury futures has risen for the fourth consecutive trading day, indicating traders are building put positions ahead of the release of October inflation data on Wednesday.
