U.S. Treasury Yields Are Stable Ahead of Data -- Market Talk
The Fed Wants to Hit Its Inflation Target. Why It Might Not Get To. -- Barrons.com
Peter Schiff Warns Qatar's $200 Billion Boeing Deal Could Spike US Inflation, Interest Rates — Says Treasury Sell-Off May Follow
Express News | JPMorgan: Raises Year-End Forecast for U.S. Treasury Yields
Making Trump happy! Can the wealthy sheikhs of the Middle East really come up with "trillions" so easily?
There is a significant gap between the economic and fiscal capabilities of the Gulf countries and these huge numbers they have committed to; Saudi Arabia's GDP is just slightly above one trillion dollars, and Qatar's GDP is only a little over two hundred billion dollars, while fluctuations in oil prices may further threaten the realization of these commitments.
US Treasury yields are nearing the critical 5% mark! Market veterans suggest that a "Truss-style collapse" may be needed to force fiscal reforms.
Faced with the continuous fiscal stimulus from the new government, Stephen Jen, head of Eurizon SLJ Capital and a seasoned market veteran, feels deeply worried and has even begun to question whether the USA needs to experience a debt market collapse like that during former UK Prime Minister Liz Truss's term to force the government to change its course.
Consumer Cos Up as Recession Fears Fade - Consumer Roundup
Trump: Treasury Secretary Besant understands the market, and once he appears on Television, everything rises.
Former USA President Trump has commented on the market again. He recently stated that USA Treasury Secretary Besent understands the market. As soon as Besent appears on Television, everything tends to rise. The USA stock market saw a slight increase in the short term, maintaining its upward trend for the day. The USD/CHF pair rose by 0.5% during the day, reported at 0.843. Besent's speech that day discussed trade negotiations. Furthermore, media reports on Wednesday cited informed sources stating that the USA would not seek a devaluation of the dollar in the trade agreement, with Besent being the only member responsible for handling these issues. It is also worth noting that Trump's comments on the USA stock market on Tuesday and Wednesday did not trigger the previous upward effect on the stock market when it was at a low point. On Wednesday, the S&P 500 Index barely rose.
April US Industrial Production Expected to Rebound, Manufacturing to Decline
Federal Reserve Watch for May 14: Jefferson Says Monetary Policy Well Positioned to Deal With Potential Tariff Impacts
Daily Roundup of Key US Economic Data for May 14
Trump's slip of the tongue caused a false alarm: how do 160 Boeing passenger planes amount to 200 billion dollars?
① The President of the USA, Trump, visited Qatar on Wednesday and witnessed Boeing signing a massive aircraft procurement agreement with Qatar Airways; ② Trump attempted to flaunt the value of the large Order at the signing ceremony, but got the specific figures wrong; ③ On Wednesday, an economic agreement worth a total of 243.5 billion USD was announced between the USA and Qatar. The leaders of both countries also signed an agreement aimed at facilitating 'at least 1.2 trillion USD in economic exchanges.'
March US Business Inventories, Business Sales Both Expected to Increase
The gains of the three major U.S. stock index futures narrowed to nearly flat, most Chinese concept stocks rose, Gold continued to adjust, and the Korean won rose significantly.
In Pre-Market Trading, the three major index futures are almost flat. Some Technology stocks have risen, with NVIDIA up about 2% and AMD up about 1.5%. Previously, both companies announced they would provide Semiconductors to an AI company in Saudi Arabia for a $10 billion Datacenter project. Pony.ai's stock rose over 16% in Pre-Market Trading, with reports that the company plans to apply for a confidential listing in Hong Kong, and Pony.ai has accumulated a rise of over 38% in the past five trading days.
U.S. 10-Year Treasury Yield Stabilizes -- Market Talk
Gordon Johnson Warns Of Potential 'Liberation Day 2.0' As 30-Year Treasury Yields Approach 5% Amid Dollar Weakness
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.
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.
What is the market saying? While the Nasdaq is soaring, U.S. Treasury yields are approaching their highs, and the dollar is falling.
The analysis suggests that the rebound in the US stock market may only be a superficial celebration. The abnormal rise in US bond yields and the divergence from the dollar's trend point to structural fiscal issues in the USA, or imply a deeper risk of dollar collapse. With the USA government expected to issue over 2 trillion dollars in national debt, the lack of buyers may force the Federal Reserve to resume expanding its balance sheet.
Peter Schiff Says Trade Truce Aside, The World Is 'Losing Confidence' In Dollar And In US Ability To Put 'Fiscal House In Order'