ECB, Fed Are Both Expected to Cut Rates. But Their Economies Have Very Different Outlooks
Tonight! The last piece of potentially market-exploding data from the USA in 2024 is here.
① The USA's November CPI data, which will be released tonight at 21:30 Beijing time, can be metaphorically described as "the last heavyweight economic Indicator of the USA for 2024", which does not seem exaggerated. ② With the Federal Reserve's December monetary policy meeting scheduled for next week, tonight's CPI is expected to serve as an important basis for the Fed's critical decision on whether or not to cut interest rates...
Imminent! A giant has once again issued a warning to the governments of Europe and the United States regarding debt, this time it is the central bank of central banks!
This week, major players intensively warned about the debt issues in Europe and the United States. Following bond giant Pimco and Bridgewater's Dalio, the Bank for International Settlements (BIS), known as the central bank of central banks, recently stated that government borrowing habits pose the greatest danger to Global economic stability. The surge in government debt supply could exacerbate instability in financial markets, and the recent changes in market sentiment should be viewed as warning signals.
Treasury Yields Rise Ahead of November's Consumer Price Index -- Market Talk
When the U.S. stock market is infatuated with Trump, U.S. bonds have fallen in love with Besant...
① The usa national debt market, which has reached a scale of 28 trillion dollars, seems to be becoming increasingly "politicized"; ② If the continuous record highs of the us stock market after the usa elections indicate that the bull market is "fond of" Trump, then the current bond market seems to have "fallen in love with" Bessent.
12/9 [Strength and Weakness Materials]
[Bullish and Bearish Factors] Bullish factors: nasdaq composite index is rising (19859.77, +159.05), 1 dollar = 150.00-10 yen, Chicago Nikkei futures are rising (39335, +305), SOX index is rising (5061.30, +34.93), VIX index is decreasing (12.77, -0.77), US long-term interest rates are falling, active share buybacks, request from Tokyo Stock Exchange for enhancing corporate value. Bearish factors: Nikkei average is declining (39091.17, -304.43), NY Dow Jones Industrial Average is declining (44
Huat Biggest : People starts to FOMO before 18 Dec FOMC meeting
BFSkinner Huat Biggest : Money needs to flow into bonds. It ain’t gonna if no rate cuts
Ultratech : no bonds are always kind of blah so why put up with decay/rebalance/expense ratio of blah bonds. Just go with $Vanguard Total Bond Market ETF (BND.US)$ or $iShares 20+ Year Treasury Bond ETF (TLT.US)$ or similiar. to me simply going all in on spy exposure or any good stock with high market cap probably better than a bond anyway most of us aren't working with millions the entire market itself or any spy etf might as well be considered a bond at least that's how I think about it the big gurus and hedgefunds don't buy up bonds they buy stocks anyway