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Trump's proposed economic policies may not all be fully implemented? Wharton School professor: He does not want to disrupt the bull market!
①Jeremy Siegel, a finance professor at the Wharton School of Business, said on Monday that in order to avoid losing the support of stock and bond investors, Trump may not fully implement his proposed economic policies; ②he pointed out that Trump has been keen in the past to use the stock market as a measure of the success or failure of a president, and as such, he may not want to disrupt the current bull market.
Trade fearlessly against Trump 2.0 inflation risks, as traders massively buy US bonds at bargain prices.
ETF traders are heavily betting on US treasuries, believing that interest rates have indeed peaked.
"Widow's trades" are still ongoing! Last week, the TMF, which tripled its bottom in US treasuries, saw a record inflow of funds.
You bought TMF because you believed that interest rates would fall, but this trade seems to have never worked out. It has hurt many people's hearts.
Across the board breakthrough! Last night, these four numbers interpreted the "Trump trade".
1) 350, 6000, 44000, 88000 - Do you know the meaning of these series of numbers? 2) They represent the integer positions reached by Tesla, s&p 500 index, Dow Jones, and Bitcoin respectively yesterday's breakthrough.
Beware of the soaring US bond yields! 'Doomsday Doctor' warns: Trump may attract the return of the 'bond vigilantes'.
Rudy Giuliani says that Trump's policies may see the return of 'bond debt police'.
"Apocalypse Doctor": The bond market will punish the "Trump policy".
Rubini stated that if bond yields rise and the stock market adjusts, the "bond guardian" believes that Trump's policies are unsustainable, so economic advisors would warn Trump not to adopt radical populist economic policies, but rather to be more moderate.