Trump gave a victory speech: We have made history, the usa will usher in a "golden age".
1. Trump announced victory in the 2024 presidential election, thanking supporters and promising to "fix everything in the usa"; 2. Multiple American media outlets have calculated that Trump has secured at least 270 electoral votes, but Democratic candidate Harris has not yet admitted defeat.
U.S. Treasury Selloff Could Be Excessive; Fed to Continue to Cut Rates -- Market Talk
Harris is ahead of Trump? The options market sees a surge in bullish bets, while long positions in government bonds hit a three-month high.
As opinion polls show Harris gaining an advantage in a potential showdown with Trump, there has been a clear short-term call betting trend in the usa options market recently.
"Bond Guardian" returns! Regardless of who wins, will US bond yields still hit 5%?
Bond investors are "voting with their feet," betting that the continued interest rate cuts by the Fed and the expansionary fiscal policy of the next government will push up long-term inflation. Once the yield on the 10-year U.S. Treasury bonds is pushed up to 5%, it will impact the Fed's subsequent rate-cutting actions.
SA Sentiment: Debt Is the Top Economic Issue for U.S. Voters
Facing the impact of election day: the usa stock, bond, and currency markets are entering a 'battle state'!
①As the polls continue to show intense competition in the usa presidential election, on the first trading day of the "super week" entering the election and the Fed interest rate decision, US stocks, the US dollar, and US Treasury yields have all fallen; ②At the same time, traders in various cross-asset fields have already entered the final preparation mode before election day...
Traders are withdrawing from the "Trump trade" and are no longer betting on expectations of rising inflation.
On Monday, usa Vice President Harris received the final support of voters in key states, while participants in the bonds market have withdrawn from the 'Trump trade' and are no longer betting on rising inflation expectations.
No matter who becomes president, goldman sachs trading department: regardless of the outcome, CTA will sell stocks this week.
Last week, CTA has already sold $8 billion worth of global equity. goldman sachs trading department predicts that in the market's decline, the E-mini s&p 500 index will experience an outflow of $11.2 billion, and will have an outflow of $0.94 billion in the case of an increase.
How to trade after the election? When trading U.S. stocks, you need to pay attention to U.S. bonds.
Wall Street strategists generally believe that the yield on US Treasury bonds will determine the trend of the US stock market after the US election. If Trump wins and the Republicans sweep Congress, it is expected that the 10-year US Treasury bond yield will experience limited fluctuations, bullish for the stock market; if Harris wins and Congress is divided, consumer stocks and wind power stocks affected by tariffs may benefit in the short term.
Treasury Yields Fall Ahead of U.S. Election, Fed Decision -- Market Talk
U.S. Election, Central Bank Decisions Likely to Keep Bond Markets Volatilie This Week -- Market Talk
U.S. Third Quarter GDP Shows Slight Decline, But Consumer Resilience Keeps Soft Landing Expectations Intact | Moomoo Research
US Treasury bonds head towards their worst monthly performance in over two years: Is Trump becoming the biggest 'nightmare' for the bulls?
① As the US presidential election approaches, the price of US Treasury bonds may face its worst monthly performance in over two years; ② As the US presidential election on November 5 approaches, Republican presidential candidate Trump seems to have become the biggest 'nightmare' in the minds of US bond bulls.
Ray Dalio warns against buying U.S. bonds on dips, citing the risk of a 'surprisingly sustained' rise in yields.
Neuberger Berman warns against buying US Treasury bonds on dips, stating that recent sell-offs may just be the beginning of a surprisingly sustained rise in yields.
How to Play Fixed Income Ahead of Election and Fed Meeting
10-year Treasury Yields Rise Above 4.3% Ahead of Inflation and Jobs Data
A hedge fund betting on Trump's victory bought US dollars and Japanese stocks.
Singapore-based hedge fund Vantage Point Asset Management is increasing exposure to the US dollar and Japanese stocks, betting on Republican presidential candidate Trump to win in next week's US election.
The best safe haven assets during the usa election? Investing in the Japanese Yen may be surprising.
①For investors seeking refuge during the US presidential election, the Japanese yen may be a surprising safe haven; ②Despite being in a devaluation trend overall this year, the Japanese yen remains the most popular safe asset; ③The inherent advantages of the Japanese yen, potential interest rate hikes by the Bank of Japan, and Trump's tariff policies are all bullish factors for the Japanese yen.
China Galaxy Securities: Will the US bond yield challenge 5% again?
The central tendency of the 10-year US Treasury yield is still around 3.7%-4.3%, with 4.3% already representing the upper bound under the high assessment of natural interest rates and term premiums.
Goldman Sachs: Month-end massive US Treasury issuance will lead to a surge in overnight repo rates due to collateral.
Goldman Sachs stated that this week the mmf market in usa will face an increasingly common month-end practice, whereby overnight loan rates will sharply rise as Wall Street banks absorb a large amount of newly issued US Treasury bonds.