• GC
• US10YT=X
• US30YT=X

Are there too many gold and bond bulls?

The article discusses rising bullish sentiment in gold and bonds, cautioning against saturation and potential market reversals as more investors join these trends.

• GC
• US10YT=X
• US30YT=X

Are there too many gold and bond bulls?

Market sees rising bullish sentiment in gold and bonds, raising concerns of saturation as more investors enter, driven by inflation and geopolitical uncertainty.

• US10YT=X

Analysis-Fed's bumper rate cut revives 'reflation specter' in US bond market

The article discusses concern over renewed inflation worries in the U.S. bond market following aggressive interest rate cuts by the Federal Reserve, leading to potential volatility.

• US10YT=X

US Treasury market liquidity back to pre-Fed tightening levels, says NY Fed

U.S. Treasury market liquidity has improved to pre-rate hike levels, yet concerns about volatility and trading capacity persist amid growing government debt.

• GC
• GLD
• US10YT=X
• USD/CNY

How to prepare your portfolio for Q4

Markets are buoyant with equity highs due to rate cuts. UBS advises reallocating to income-generating assets and highlights risks from the upcoming US election and economic uncertainties.

• US10YT=X
• US2YT=X

Fed speakers in focus this week following jumbo interest rate cut

• JP225
• US10YT=X
• USD/CNY
• USD/JPY

Morning Bid: Fed adrenaline keeps pumping, PBOC inertia may drag

Asian markets to start the week positively, buoyed by Fed rate cuts; Japan's yen weakens while China's central bank holds rates amid economic concerns. Key data releases expected.

• US10YT=X
• US2YT=X

Why Citi analysts say shelter inflation may see volatility in the coming months

US consumer prices in August increased by 0.2%, with core prices rising 0.3%, indicating persistent inflation. The Fed plans to reduce interest rates, maintaining economic stability.

• DJI
• IXIC
• US10YT=X
• US2YT=X
• US500

Fed to "get pushed into deeper" rate cuts in 2024 - BofA

The Federal Reserve has cut interest rates by 50 basis points and may implement further cuts, signaling a shift towards easing monetary policy amid economic growth and inflation concerns.

• US10YT=X
• US2YT=X

Super-sized Fed rate cut "good" for US Treasury yield spreads - BofA

The Federal Reserve's aggressive interest rate cuts may benefit US Treasury yield spreads, indicating potential economic easing despite caution from Fed Chair Jerome Powell on future cuts.