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US inflation data this week expected to show core CPI moving sideways - risk ahead higher
- Bank of America economists anticipate US October CPI data to show stable core inflation at 3.3% y/y, with potential upside risks looming from pro-growth fiscal policies, tariffs, and immigration changes.
Morgan Stanley on the Impact of Trump's Tariffs, Immigration, and Fiscal policies
- ICYMI MS note from last week
Moody's said "the risks to US fiscal strength have increased"
- Risk parties on, bonds not so much
Heads up for a US holiday on November 11 - Stock markets open, bonds closed
- Veterans Day is on Monday, November 11, 2024 - its a US Federal holiday that honours military veterans.
The bond market isn't sure where it lands on the deficit, growth and inflation debate
- What sort of policies are coming
DoubleLine Capital CEO Gundlach is expecting higher rates ahead, cites pro-cyclical policy
- Gundlach spoke in an interview with CNBC
Trump Victory Implications: Market Outlook and Sector Analysis
- Discover how Trump's win may affect various sectors, from banks to electric vehicles, and weigh the potential impacts on inflation, interest rates, and market sentiment.
US stocks stretch to fresh highs as yield edge lower following T-bond auction
- The bond market keeps an open mind on the fiscal and inflation picture
Treasury yields nudge towards the highs for the day as Trump confirmed as election winner
- 10-year yields are up nearly 18 bps to 4.46% on the day
US sells 10-year notes at 4.347% vs 4.350% WI
- Results of the $42 billion auction of 10-year notes
US 10-year auction risks a buyers strike ahead of the election
- Treasury to sell $42 billion of 10s
UK gilt yields rise above last week's high. US Treasury to sell 10s later
- Poor auction today
Positioning for the US election - Trump win likely means higher inflation, higher rates
- This is not in dispute, its not about politics its about macro economics
Treasury yields checked back after change in US election odds since the weekend
- 10-year yields are down some 7 bps to 4.31% today
US election imminent - JP Morgan says Fed to pause rate cuts on a Trump win
- Fed will cut this week but not in December on Trump win
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