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.
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.
"Widow's trades" are still ongoing! Last week, the TMF, which tripled its bottom in US treasuries, saw a record inflow of funds.
You bought TMF because you believed that interest rates would fall, but this trade seems to have never worked out. It has hurt many people's hearts.
Beware of the soaring US bond yields! 'Doomsday Doctor' warns: Trump may attract the return of the 'bond vigilantes'.
Rudy Giuliani says that Trump's policies may see the return of 'bond debt police'.
Has the U.S. bond market been 'spoiled'? Inflation may once again become the top priority for the Federal Reserve!
Closely monitor the two-year US Treasury yield, as it may reveal the direction of the Federal Reserve to investors more clearly than what Powell said.
Caixin C50 Wind Direction Index Survey: Fiscal policy will increase countercyclical adjustment efforts, while the central bank still has ample room for expansion.
① The median forecast for new RMB loans in October is 0.58 trillion yuan, with a year-on-year decrease of 0.16 trillion yuan; ② The median forecast for new social financing scale in October is 1.47 trillion yuan, with a year-on-year decrease of 0.38 trillion yuan; ③ The year-on-year reading of CPI in October may remain unchanged, while the year-on-year decline in PPI may narrow; ④ Fiscal policy will increase countercyclical adjustment efforts, and the central bank still has ample space for expanding its balance sheet.