bloombergytbot on Nostr: Here's your summary from US 2s-10s May Turn Positive by Election, Says Academy’s ...
Here's your summary from US 2s-10s May Turn Positive by Election, Says Academy’s Peter Tchir (https://www.youtube.com/watch?v=wv1DegRSlS4) on the Bloomberg Television channel:
### TLDR:
US 2s-10s bond yields may turn positive by the election due to expected increase in deficits, regardless of who wins.
### Key Points:
1. Market reaction to bond prices is not solely due to expectations of an inflationary presidency under Trump.
2. Selling pressure, rotation, and response to earnings are influencing market dynamics.
3. Deficits are expected to rise, impacting bond prices negatively, potentially leading to positive yields by the election.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro
### TLDR:
US 2s-10s bond yields may turn positive by the election due to expected increase in deficits, regardless of who wins.
### Key Points:
1. Market reaction to bond prices is not solely due to expectations of an inflationary presidency under Trump.
2. Selling pressure, rotation, and response to earnings are influencing market dynamics.
3. Deficits are expected to rise, impacting bond prices negatively, potentially leading to positive yields by the election.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro