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.
Peter Schiff Says Trade Truce Aside, The World Is 'Losing Confidence' In Dollar And In US Ability To Put 'Fiscal House In Order'
Treasury Yields Rise as Markets Absorb Inflation Data -- Market Talk
US Bonds Rise as Soft Inflation Backs Bets on Two 2025 Fed Rate Cuts
Daily Roundup of Key US Economic Data for May 13
Redbook US Same-Store Sales Slow in Week Ended May 10
Stocks Down Pre-Bell as Traders Await Key Inflation Report
Markets Might Face Challenges Interpreting U.S. CPI Data -- Market Talk
Asian Stocks Rally As US-China Trade War Eases, US Dollar Holds Gains
The China-US tariffs have "broken the ice"; Goldman Sachs expects the Federal Reserve's first rate cut to be delayed until December.
Goldman Sachs currently expects the Federal Reserve to make its first rate cut in December, and it has adjusted the peak of the core PCE inflation path to 3.6%.
Stocks Cheered Tariff Relief. Economic Growth Still Hangs in the Balance. -- Barrons.com
Federal Reserve Watch for May 12: Tariffs Effects Could Be 'Significant,' Kugler Says
US Treasury April Budget Slightly Larger Than Expected, Wider Than Year Ago
Treasury Yields Rise as U.S.-China Deal Stokes Risk Appetite -- Market Talk
Tariff deal boosts U.S. Treasury yields, dollar - Market rumor mill
Short-End U.S. Treasurys Lead Rise in Yields -- Market Talk
Treasury Yields Soar as U.S. and China Agree to Slash Tariffs
China, U.S. Tariffs De-Escalate But Uncertainty Remains
A major reversal in expectations for the bond market! Options Trading traders are increasing bets on the possibility that the Federal Reserve will not cut interest rates at all this year.
Options traders are aggressively establishing hedge positions to guard against the risk that the Federal Reserve may not ease MMF this year, with one increasingly growing position predicting that the Federal Reserve will not cut interest rates in 2025.
Trump's "major concern": the stock market has returned, but the Bonds have not.
The S&P 500 Index has returned to the level before the tariff shock in April, but the yield on the 10-year US Treasury bond is still above the average level of 4.156% before the tariff announcement in April. Uncertainties such as tariff policy, fiscal outlook, and the White House's criticism of the Federal Reserve's interest rate policy have intensified pressure in the bond market.