Inflation expectations are quietly rising, should the US bond market be taken lightly?
More and more signs indicate that inflation concerns are returning, while the performance of long-term government bonds shows its serious underestimation of this risk.
Federal Reserve Governor Wall: Strong economic data indicates the need to slow down the pace of interest rate cuts.
Federal Reserve Governor Waller stated on Monday that strong economic data since the Federal Open Market Committee (FOMC) meeting in September indicates the need to slow down the pace of interest rate cuts.
Federal Reserve victory in sight? Goldman Sachs predicts September PCE will approach 2%
Goldman Sachs believes that last week's data further confirms that the Federal Reserve is about to reach its 2% inflation target, which is broadly consistent with the Cleveland Fed's forecast.
Financial Sector Leads US Stock Market To New Heights
Uncertainty over the Fed rate cut intensifies market volatility, leading investors to turn to medium-term bonds.
As the outlook for the Federal Reserve's interest rate cuts becomes more uncertain, bond investors are starting to take defensive measures.
The current global market: Forget hard landing, trade re-inflation, be wary of Trump.
Rising inflation is favorable for risk assets and the dollar, but unfavorable for long-term bonds; as the US election approaches, political factors are gradually becoming an important variable affecting the market.