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Over the last 30 years, the purchasing power of the US
consumer dollar has been cut in half due to inflation |
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00:01 - 17/10/24 |
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The Yield on US Investment Grade Corporate Bonds is now only
0.84% higher than the Yield on Treasury Bonds, the tightest
spread since March 2005. |
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Trump trades heat up. SAP dethrones ASML as Europe’s most
valuable tech company. Get more of the latest in stocks,
bonds, commodities and FX in the new Markets Daily
newsletter |
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If China stimulates aggressively, it could prompt a
resurgence of inflationary pressure in the US. That's one
reason I think the Fed took a U-turn after their 50 bps cut,
with some speakers saying they may even consider a pause.
The other reason is upside economic surprises here |
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The bond market does not believe the Fed |
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