Sign in with Google
bearish
Global FX and Rates: US moderation vs. tariffs tunes
SUMMARY
- Term premium in US macro picture and interest rates has fallen significantly over the past month
- Treasury Secretary's comments indicating no changes in coupon auction sizes or debt profile have impacted term premium
- Recent concerns about weakening growth have led to market pricing in more Fed rate cuts, despite strong labor market and potential upside risks to inflation forecast
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011
- Rio Tinto Dual-Listed Company (DLC) Unification Analysis
- ENN Energy (2688 HK): Third Party Offer?
- Hankyu Hanshin REIT (8977) - Good Fundamental News, a Bigly Buyback, and Cascading Flows to Come
- HEW: Hard Data And Deferred Decisions
Top Unpaywalled Insights
More »- Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011
- Bear Stearns, Tariffs, and the Credit Crisis: Lessons from 2008 | The New Barbarians #012
- Trump Has Already Lost His Trade War
- LLM Quant Revolution: From ChatGPT to Wall Street | The New Barbarians - AI Agent Deep Dive #003
- The Satyam Scandal: Inside India’s Enron
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
x