Market Dislocations in U.S. Treasurys Seen Largely Healed -- Market Talk

WSJ01:59 ET

A JPMorgan survey indicates that the S&P 500 Index has peaked this year, but investors remain bullish on the Magnificent 7.

① A JPMorgan survey shows that 93% of investors believe the S&P 500 Index will hover around 6000 points or lower in the next 12 months, with 40% expecting it to remain within the 5000-5500 points Range; ② Respondents unanimously believe that trade wars and tariff uncertainties will trigger economic consequences, with 61% expecting the USA economy to face stagflation in the next 12 months.

cls.cn22:03 ET

Market Update | Most Autos stocks rose, NIO increased by over 5%, Li Auto grew by 2%, and Trump plans measures to mitigate the impact of car tariffs.

According to market news, President Trump of the USA will announce measures on Tuesday (April 29) to mitigate the impact of auto tariffs.

Zhitong Finance21:40 ET

The sell-off is not over yet! USA Assets are still being "disdained" by overseas investors…

① According to data provided by Deutsche Bank, despite the market recovering over the past week, foreign investors' willingness to invest in USA assets continues to decline; ② Deutsche Bank's Forex research director George Saravelos believes that the recent data on USA capital flows is concerning.

cls.cn20:56 ET

"Debt ceiling" causes trouble! The U.S. Treasury Department's borrowing expectations for Q2 increase threefold, excluding the impact, borrowing decreases instead of increasing.

The U.S. Treasury announced on Monday that the estimated net borrowing for the second quarter is 391 billion dollars higher than expected in February, due to Congress not yet raising the federal debt ceiling, and the initial cash reserves at the beginning of the second quarter being far lower than previously anticipated. The Treasury stated that if the cash balance at the beginning of the season is not taken into account, the estimated borrowing for the second quarter is actually 53 billion dollars lower than the forecast made in February. Some analysts believe this is because DOGE is indeed having an effect, improving the fiscal situation and reducing financing demand.

wallstreetcn17:26 ET

Vanguard Revises U.S. Market Outlook Amid Tariff Uncertainty

Seeking AlphaApr 28 10:33 ET