
qinbafrank|Feb 06, 2025 06:47
Besant said that both he and Trump focused on 10-year US debt, and the President did not pressure the Federal Reserve to cut interest rates.
Yesterday, the Ministry of Finance's refinancing plan guidelines did not increase the scale of bond issuance;
The recent tension of Musk's DOGE has shown the market the possibility of cutting expenses.
US10y continues to decline, https://(x.com)/tj_research01/status/1880276396066685114? S=46&t=k6rimWsEbo2D2tXolYcM-A years ago, we talked in the space organized by talk. Before Trump came to power, us10y and the US dollar index were expected to be overdrawn. If Trump took power, the yield of US bonds would rise, but it would also be further overdrawn and fall back (all the worst possibilities were expected). If Trump's policy was not so radical, the yield of US bonds would tend to decline, but because of the uncertainty of policy, there would be future pains, and the whole year might be a broad shock of a large scale.
Now it seems that this is true. The US dollar index and US bond yield fluctuated downward after Trump took office. Let's see if the US dollar index of about 4% and 105% can be seen. The opposite way is to move, and in the future, it may start to rebound upwards due to some impact.
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