The "Super Week" is coming, with the world focusing on the USA and China! China's GDP and the USA's CPI are about to be revealed, and the earnings reports season for the US stock market is starting.
This week can be described as a "super heavy week" for the financial markets, with Global investors focusing on China and the USA, these two superpowers.
The "debt market storm" has triggered global panic, but the pain may have just begun.
JPMorgan pointed out that factors such as de-globalization, population aging, and increased spending on climate change will drive the 10-year Treasury yield to maintain a level above 4.5% in the long term. Peters from PGIM Fixed Income stated that if under such circumstances the 10-year yield rises above 5%, he "would not be completely shocked at all."
The new U.S. Treasury Secretary's Hold Positions: S&P 500, Nasdaq, Bitcoin, Gold...
Bescent holds over 50 million dollars in S&P 500 and Chinaamc NASDAQ 100 ETF(QDII), between 0.25 million and 0.5 million dollars in iShares Bitcoin REITs ETF, as well as over 50 million dollars in US government bonds. Additionally, it includes various assets such as artworks, antiques, farmland, and luxury homes, with total assets amounting to at least 0.521 billion dollars.
The CEO of JPMorgan evaluates Trump's tariff policy and warns about geopolitical fragility!
Damon stated that he has already had discussions with some of Trump's staff and offered assistance because "setting politics aside, policies must be correct."
Patience Over U.S. Treasury Duration Seen as a Virtue -- Market Talk
U.S Economy, Liquidity Injections, and How They Might Help Crypto & Bitcoin