Major risks in November are undergoing significant changes.
Less than a month away from the US election day on November 5th, the market is beginning to price in the risk of the election results. Currently, Trump has regained a leading advantage, adding uncertainty to the election. China International Capital Corporation believes that for future assets, the overall election is bullish for US stocks but tariffs are unfavorable for Chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
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Wall Street bond issuance frenzy is coming! Six major banks will wildly distribute $20 billion in bonds next week?
Wall Street banks are expected to launch a series of bond issuances next week to take advantage of ultra-low credit spreads and strong investor demand.
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10-Year Yield Climbs to 4.1% as Traders Mull Fed's Next Rate Move After CPI Data
Gilley : a plane ticket to another country