The logic behind the big surge: will the USA experience a triple kill of stocks, bonds, and currencies again this summer?

Citi pointed out that the current narrative logic of USA Assets will shift from tariff issues to financial crises. With the reduction in spending by DOGE and the decline in tariff revenue, the process of USA's fiscal budget landing may once again trigger a surge in term premium, which could lead to a "triple kill" situation with a drop in US stocks, a rise in US bond yields, and a weakening dollar.

wallstreetcn14:00

May 14 Technical Analysis Report: Spot Gold, Crude Oil Futures.

This article summarizes the latest views of Economies.com analysts today, covering multiple products such as spot gold, WTI crude oil futures!

Golden10 Data13:04

The real income of people in the USA has shrunk, and the cost of living has become the biggest killer!

American real income has shrunk, living costs have skyrocketed, and both economic growth and consumer ability are under pressure!

Golden10 Data11:46

Schroder Investment: Short-term severe sell-off of U.S. bonds, medium and long-term layout opportunities emerge.

Wu Meiyan, the Director of Fixed Income Investments at Schroders, stated that the sharp sell-off in the short-term US Treasury market, while reflecting market sentiment, often contains opportunities for long-term investors.

Zhitong Finance11:35

The "gospel" of the US stock market: the "fear Index" has collapsed!

① As the turmoil caused by the previous trade war instigated by Trump gradually calms down, the extreme volatility of the USA stock market has begun to dissipate; ② A key indicator measuring investor anxiety is signaling a strong Call.

cls.cn11:23

The brief "springtime" for the dollar cannot withstand the long "bearish path"! Hedge funds warn that tariff policies will trigger a wave of dollar selling.

The founder of Exante Data believes that the recent rebound of the dollar is just a fleeting moment, and the long-lasting "dollar bear market" has only just begun, mainly due to a series of chaotic tariff policies aimed at Global trade introduced by the Trump administration to reshape the USA economy and trade.

Zhitong Finance11:13