.TNX Cboe Interest Rate 10 Year T Note
- 43.780
- 0.0000.00%
Traders, don't panic! The tariff issue will actually not impact the Federal Reserve.
Castle Securities believes that the Federal Reserve's policy is different from the short-term tariff effects and is more likely to overlook the impact of tariffs.
Will "Trump 2.0" destroy the U.S. dollar hegemony? Nomura: The risk of rising U.S. Treasury yields is much greater than a significant depreciation of the dollar.
Nomura believes that as the USA's external liabilities soar, the safety of dollar assets is being questioned, and foreign investors may seek higher returns, thereby pushing up US interest rates. In the long run, the risk of US long-term bond yield rising seems much higher than the risk of a significant devaluation of the dollar.
U.S. Two-30-Year Treasury Yield Spread Has Room to Widen -- Market Talk
Decision analysis: Market enthusiasm is dwindling! China's rare bullish signals are hard to save the situation, and the dollar remains strong as Powell shows his hawkish stance.
On Friday (November 15), the asia stock market seems to be ending the week's dismal performance with a more stable trend. At the same time, the dollar is approaching a one-year high, likely to welcome a huge weekly gain. The Federal Reserve chairman's hawkish shift pushed up short-term usa treasury yields, causing wall street and europe stock market futures to decline.
Be cautious! A new wave of inflation may be on the way.
Greenlight Capital's President David Einhorn expressed that the election results are good for avoiding the political stability issues he was worried about not long ago. However, in terms of the economy, he expects that Trump's second term policies will bring about higher inflation, thus leading to a bigger problem.
Is a guaranteed 4.5% so appealing? The usa money market fund assets have now exceeded 7 trillion dollars.
① Many Wall Street professionals believe that this year should have been a year for investors to withdraw from mmf; ② however, their predictions have completely been proven wrong; ③ Data shows that this week, the total assets of mmf in the usa have exceeded 7 trillion dollars for the first time in history.
Trump's 'major announcement' alarms Wall Street! A chart shows the sharp decline in the US stock market: pharmaceutical stocks become 'disaster areas'.
Trump announced the nomination of Little Kennedy as the usa Secretary of Health, leading to a sudden crash in the US stock market, with the stock prices of vaccine manufacturers falling in response, as Little Kennedy is a well-known anti-vaccine advocate in the usa.
[US Stock Market Closing Review] Powell hinted that there is no rush to cut interest rates, and the Dow fell by 200 points.
On Thursday, November 14, the US stock market fell. The Producer Price Index (PPI) data showed that the price increase in October was slightly higher than expected, triggering new doubts about the Fed's policy direction next year. Fed Chairman Jerome Powell hinted that the strong economic situation might warrant some patience with future rate cuts.
The reason for Trump's sudden announcement about "Musk" has been found! A well-known financial blog: usa's deficit surged an astonishing 22% in October.
Officials from the usa Treasury Department stated that the budget deficit in October of this year will increase by 22%, skyrocketing to an astonishing 257.5 billion dollars. A well-known financial blog pointed out that unless Trump announces cuts to tens of trillions in spending from the efficiency department led by Musk, the debt will continue to rise.
The International Finance Association warns: U.S. debt will 'explode' after Trump takes office!
The International Finance Association pointed out that Trump is very likely to make the US debt reach over 150% of GDP...
The International Financial Association warns: During Trump's term, the usa national debt will "explode in growth".
①The analyst of IIF stated that the incoming President Trump has already planned to cut taxes without reducing spending, which will increase the US national debt from the current 100% of GDP to over 135% in the next 10 years; ② Musk had previously boasted that he could save 2 trillion dollars for the US government. However, economists are skeptical of the feasibility of this approach.
The Republican Party won a majority of seats in the House, but the slim advantage brings challenges.
House Republicans are expected to win a majority of seats in the next Congress, giving them unified control that allows Trump to have more say in budget and tax battles. However, given that the Republican majority is expected to be narrow and internal consensus may be difficult to achieve, this could hinder their efforts to advance Trump's agenda.
Treasury Yields Slip After CPI Data -- WSJ
U.S. Treasury Curve Has Room to Steepen -- Market Talk
Decision Analysis: Bond market riots scare the market! The yen approaches the verbal intervention level.
On Wednesday (November 14), asia's stock markets fell, as a significant rise in U.S. Treasury yields raised investors' concerns ahead of the release of key inflation data, which could influence the pace of the Federal Reserve's policy easing.
Treasury-German Bund Yield Spread Could Widen If U.S. CPI Data Surprises -- Market Talk
Multiple institutions have stated that Trump's victory will "affect" the bond market, and US bond yields may rise to 5% or higher.
Investment institutions Franklin Templeton, JPMorgan Asset Management, and T. Rowe Price all believe that as the market digests the impact of Trump's election victory on the bond market, US bond yields will rise.
Treasury Yields Set to Turn Positive for Yen-Hedged Investors
Is the strong dollar storm coming back? Trump is a variable!
Wall Street predicts that Trump's return to the White House will lead to a stronger dollar, but some believe it may have already gone too far.
Rising too fast! On the eve of CPI data, the US bond yield approaches the key resistance level of 4.5%.
The overnight yield on the 10-year US Treasury bond rose to a four-month high of 4.43%, just a step away from the key resistance level of 4.5%. Once the yield exceeds 4.5%, the only barrier to reaching 5% will be 4.66%. In addition, the rise in US Treasury yields is also putting pressure on US stock valuations.