Morning Bid: Trump's visible hand

Core Insights - The article discusses significant developments in U.S. and global markets, highlighting key economic indicators and trends affecting investment decisions [1] Group 1: Economic Indicators - U.S. inflation rates have shown a decrease, with the Consumer Price Index (CPI) rising by only 0.2% in the last month, indicating a potential easing of inflationary pressures [1] - Unemployment claims have dropped to a 50-year low, with initial jobless claims falling to 184,000, suggesting a robust labor market [1] - Global supply chain disruptions are beginning to ease, contributing to improved economic conditions and potentially stabilizing prices [1] Group 2: Market Reactions - Stock markets have reacted positively to the latest economic data, with major indices showing gains as investor sentiment improves [1] - The bond market has also seen fluctuations, with yields on 10-year Treasury notes rising slightly, reflecting changing expectations around interest rates [1] - Commodity prices, particularly oil, have experienced volatility due to geopolitical tensions, impacting market stability [1]