U.S. Two-30-Year Treasury Yield Spread Has Room to Widen -- Market Talk
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
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
USA Stock Market Preview | All three equity index futures fell together, with the US October CPI released tonight.
On November 13th (Wednesday) pre-market trading, the three major US equity index futures all fell.
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.
Traders Ramp Up Bets on a Treasury Selloff After Trump's Win
US Companies Storm Debt Markets After Risk Premiums Plunge
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.