All the talks is Japan bond market blow up harming treasuries. Watch MOVE, when it spikes to 130-140 a bailout of some sort is coming. Otherwise - get ready for the pain trade if his causes risk-off. https://t.co/9RlYlAWIit ...

Saturday mornings are interesting because we get to see what the institutions and big money is doing. And what we see is that Bitcoin is struggling at 95K. It went down to almost to 93 then bounce right back up.So struggling and then we all see Ethereum doing actually pretty well 3,3.3% and uh both which is interesting had selloffs last night at around 11:51 Atlantic time. Now what that means is of course as everything gets a shut down for the weekend people are taking profits and doing what they do as they ...

Treasuries inched up before the US reports jobs data, with investors seeking to gauge the scope for interest-rate cuts next year https://t.co/mPWpHLsPhI ...

Market Trends - Treasuries recorded slight increases as investors awaited a series of postponed US economic reports this week [1]

Long-term Treasuries fell, lifting the 30-year bond’s yield to the highest level since early September, as the implications of this week’s Federal Reserve interest-rate cut and policy stance filtered into the market https://t.co/2d0gf01FID ...

Market Trends - Treasuries were steady following the biggest rally in three weeks [1] - Investors are preparing for the Federal Reserve to start buying $40 billion of bills per month on Friday [1]

Monetary Policy - The Federal Reserve implemented a widely anticipated 0.25% interest-rate reduction [1] - The Federal Reserve projects one additional rate cut in the coming year [1] Market Trends - Treasuries experienced gains following the Federal Reserve's actions [1]

Inflation and Interest Rates - September PCE report showed inflation rose 28% year-over-year, the fastest pace since spring 2024 [1] - Tariffs impacted durable goods inflation, but overall inflation is expected to decrease from nearly 3% to around 2% next year [3][4] - The market anticipates the Fed will cut rates, but some dissenters suggest a more cautious approach [6] - Long-term yields are expected to remain around 4%, potentially rising to 45%, due to sticky inflation and supply issues [37] Economic Outlook - The US economy may experience a "code red affordability moment," particularly affecting lower-income individuals and young people [2][13] - Stimulus from tax cuts, the World Cup, and the US's 250th birthday could lead to a strong economic year [9] - Consumer spending remains strong, despite concerns about affordability [16][18] - AI is estimated to contribute about 25% to GDP growth, with AI-related capital expenditure representing approximately 15% of GDP [73][72] Market Dynamics - The market may broaden beyond the "Magnificent Seven" to focus on the "Impressive 493" stocks in the S&P 500, leveraging AI for productivity gains [21] - Bitcoin is primarily a trading vehicle influenced by technical factors rather than fundamentals, with stablecoins potentially replacing its transaction function [23][25] - The labor market shows signs of cooling, with increased layoff announcements and employers limiting headcount [89] - The Beige Book indicates cooler consumer spending and hiring, along with moderate price increases [87][91]

And a great story on the Bloomberg terminal, Mohammed, about you and your team and really just the decision making you guys had to make back in April, back in March. And, well, a lot of people were bailing or at least thinking about bailing on US assets. You stood firm and you've reaped the benefits.Explain why. Thank you, Romain. Thank you, David, for having me.I think the context is at that time there was plenty of uncertainty and the view was that this tariff related uncertainty will further add to the c ...

Treasuries fell after jobless claims dropped to their lowest level since 2022 in one of the last readings on the health of the US labor market before the Federal Reserve’s rate decision next week. https://t.co/26QVc6PZQz ...