Dollar, Treasury Yields Could Correct Lower -- Market Talk
German Bunds, U.S. Treasurys Seek Near-Term Direction -- Market Talk
Bank of America’s Hartnett: The investment market shifted before the inauguration in January, allocating to U.S. treasuries, Central and Eastern European stock markets, and gold.
Hartnett stated that as american financial conditions tighten, investors' expectations for usa growth and inflation increase, leading to a shift in the belief of substantial shareholding in american stocks. It is recommended that investors adjust their investment portfolios before Inauguration Day in January, focusing on chinese and european stock markets as well as gold; if the yield rises to 5%, buy US Treasury bonds.
Treasuries See 2024 Gains Dwindle With December Fed Cut at Risk
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.