Fed's Waller Supports Interest-rate Cuts Soon If Large Trump Tariffs Remain in Place
Consumers' Long-Run Inflation Views Hold Steady in NY Fed Survey
After experiencing the worst sell-off in over 20 years, is a bottom signal for U.S. bonds coming?
JPMorgan believes that despite recent market volatility, overseas investors have shown strong purchasing intent, and the Federal Reserve has indicated its readiness to support the U.S. Treasury market at any time. U.S. Treasury prices are reaching a bottom, and yields are peaking.
Tariff turmoil spurs a steep gamble, with the 30-Year/2-Year T-Note spread rising for nine consecutive weeks, breaking records.
In the trade war that President Trump of the USA is constantly escalating, investors are fleeing from long-term Bonds, causing long-term debt rates to surge.
The "tariff exemption" has been reversed multiple times. Summary of U.S. officials' statements: it's just one or two months; uncertainty still exists.
The news about the tariff exemption reversed multiple times over the weekend.
This week's financial outlook: Under the shadow of tariffs, the earnings report season for the USA stock market kicks off, and significant retail data from the USA is coming.
In the coming week, any latest news regarding tariffs will continue to be the focus of the market. Additionally, the quarterly financial reports of various USA companies will also be a key focus for investors. In terms of economic data, investors will closely watch the March monthly retail sales data update scheduled for release on Wednesday.
