Cathay Pacific shares tumbled the most since 2008 as a sharper-than-expected decline in yields clouds its growth outlook https://t.co/1XHBzzXCXM ...

Anything left unsaid, anything that we need to give extra emphasis to. Do you think when it comes to President Trump's criticism of Chair Powell and how this still sits in the market, I was wondering whether we get any clues from what happens at the short end of the U.S. Treasury curve as to how much Fed independence there is, I suppose how much the two moves on criticism from the White House. I think that's a great way to look at it in terms of like we did see the tear come lower but didn't completely coll ...

Monetary Policy - Fed Governor Christopher Waller 提供了一条降低 10 年期美国国债收益率的有效途径 [1] Political Influence - Christopher Waller 的政策路径可能符合特朗普的期望 [1]

Market Trends & Currency Dynamics - The market is pricing in at least two rate cuts before the end of the year and potentially more next year [2] - Central bank differentials are putting downward pressure on the dollar [2] - Trade tariffs and contracting growth differentials between the US and Europe are contributing to dollar weakness [2] - Expectations of weaker growth in the US relative to other countries, especially those subject to tariffs, are creating pressure on US growth [9] - Capital flight from the US is a possibility, resembling an unwinding of the carry trade [9][10] Sector Impact - A weaker dollar could be very good for US multinationals [3] - Industrials and commodities, especially industrial metals, are expected to benefit from a weaker dollar [3] - Technology companies are considered well-insulated from the inflationary forces of a weaker dollar [4] Economic Indicators & Concerns - Lower yields alongside a weaker dollar and priced-in slower growth are unfavorable for equities [12] - The disconnect between a weak dollar and stronger yields raises concerns about the equity market's climb towards prior highs [11] - Q1 GDP data suggests the EU was relatively stronger than the US [3]