bullish

Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?

262 Views02 Dec 2024 13:08
Happy Sunday, friends, and welcome to my straight-to-the-point editorial on everything macro!Just as everyone had concluded that Trump and his...
What is covered in the Full Insight:
  • Introduction to Macro Trends
  • Comparison of Bond Market Reactions in 2016 and Post-2023 Elections
  • Seasonal Trading and Bond Yields
  • USD, FX Spillovers, and Fed Policy Adjustments
  • China's Economic Outlook and Global Implications
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