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.
Trade fearlessly against Trump 2.0 inflation risks, as traders massively buy US bonds at bargain prices.
ETF traders are heavily betting on US treasuries, believing that interest rates have indeed peaked.
"Apocalypse Doctor": The bond market will punish the "Trump policy".
Rubini stated that if bond yields rise and the stock market adjusts, the "bond guardian" believes that Trump's policies are unsustainable, so economic advisors would warn Trump not to adopt radical populist economic policies, but rather to be more moderate.
Higher U.S. Growth Could Hurt Long-Dated Bonds -- Market Talk
U.S. Treasury Yields Seen High Enough to Attract Investors
Is a 5% 10-year t-note not far away?
Trump is about to return to the White House, greatly disrupting the outlook for US debt, tax cuts and high tariffs as well as fiscal plans will push up US bond yields, eventually the 10-year yield may rise to 5%.
Stanley Druckenmiller Interview: Macroeconomic Insights from an Investment Legend
Treasury Yields Fall as Investors Weigh Economic Outlook After Fed Rate Cut
Terminal Fed Funds Target Seen Higher Due to Likely Higher U.S. Fiscal Spending
Trump's MAGA vision may have encountered a "stumbling block"! Powell firmly defends the independence of the Federal Reserve.
Federal Reserve Chairman stated that the President does not have the authority to fire or demote him; early Friday morning Beijing time, the Federal Reserve announced a 25 basis point rate cut.
Federal Reserve Cuts Interest Rates by 25 Basis Points
Treasury Yields Hover Near 4-month Highs as Attention Turns to Fed
"Bond Vigilantes" target Trump, the "anchor of global asset pricing" dances again.
The financial markets believe that Trump's policies may lead to inflation and increase federal debt, causing US bond interest rates to rise.
Treasury Debt Gets 'Punched in Face' After Trump Win. What to Do With Bonds Now
Mortgage loan interest rates surged along with the U.S. Treasury yields, reaching the highest level since early July this year.
Trump's victory has pushed up the u.s. 10-year treasury notes yield, and related mortgage rates have also risen accordingly.
Trump's 'Second Impeachment', inflation risk still ignored by the market? Experts: Don't underestimate it too much.
Bloomberg macroeconomic strategist Simon White believes that while it is generally believed that Trump's policies will fuel inflation in the USA, the market currently still underestimates the inflation outlook. He stated that, based on risk adjustment, inflation-linked bonds remain one of the best assets to combat rising inflation.
Trump secures the White House! The US bond market is undergoing a huge wave, and the Fed's policy is facing a major test.
①Republican presidential candidate Trump secures election victory, Republicans win Senate control; ②U.S. 10-year Treasury notes yield surged by 18 basis points, 2-year U.S. Treasury notes yield rebounded to a high since August, USD index soared by 180 points. ③Republican control of the Senate may lead to a shift in economic policy, increasing deficits and inflation, sparking market concerns about the Fed's future room for interest rate cuts.
Will U.S. Treasury Yields Surge Postelection? ETFs in Focus
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