[Tree] Bond market outlook, US economy, Treasury yields, Hoisington Investment Management, Societe Generale, Oreana Financial Services, America's national savings and debt crisis, Bill Gross, Treasury issuance, US debt, US Presidential Election 2024, Morgan Stanley, curve steepeners, growth, inflation, yield spread, Treasury notes, Impact of Trump presidency on US bond yields
Version 0.15 (2024-07-05 00:55:45.007000)
updates: Edmond de Rothschild Investment Boss Predicts Spike in US Bond Yields Under Trump Presidency
- ➔
- ➔
- ➔
Version 0.14 (2024-07-04 12:59:14.536000)
updates: The story now includes predictions from Edmond de Rothschild Asset Management's Chief Investment Officer Benjamin Melman, who believes that a win for Donald Trump in the U.S. presidential election in November would lead to a spike in long-term U.S. Treasury yields. Melman attributes this to Trump's approach on taxes and immigration, which he believes would put pressure on the U.S. labor market and wider economy, leading to inflation. The market has already shown expectations for a Trump win, with ten-year U.S. Treasury yields rising to more than three-week highs after the June 27 debate between Trump and President Joe Biden. Edmond de Rothschild has grown more cautious about European assets and holds bond market positions that include carry strategies profiting from rate differentials between asset values and corporate and financial hybrid debt.
- ➔
- ➔
Version 0.13 (2024-07-01 23:54:51.699000)
updates: Morgan Stanley predicts steepening yield curve if Trump wins
- ➔
Version 0.12 (2024-07-01 08:56:26.537000)
updates: Morgan Stanley strategists recommend curve steepeners in anticipation of Trump victory
- ➔
Version 0.11 (2024-07-01 05:57:46.384000)
updates: Morgan Stanley strategists recommend curve steepeners in anticipation of Trump victory
- ➔
Version 0.1 (2024-05-27 14:00:43.336000)
updates: Bill Gross's view on the impact of the US presidential election on bond markets
- ➔
Version 0.09 (2024-05-27 05:56:37.802000)
updates: Bill Gross's warning about the impact of a Trump victory on the bond market
- ➔
Version 0.08 (2024-05-26 23:57:28.024000)
updates: Bill Gross's view on the impact of the US presidential election on bond markets
- ➔
Version 0.07 (2024-05-26 20:52:13.450000)
updates: Inclusion of Bill Gross's view on the impact of the US presidential election on bond markets
- ➔
Version 0.06 (2024-05-02 16:54:15.654000)
updates: Inclusion of Bill Gross's perspective on bond market and Treasury issuance
- ➔
Version 0.05 (2024-04-01 08:18:09.079000)
updates: Incorporated insights from Lacy Hunt's podcast episode on America's national savings and debt crisis
- ➔
Version 0.04 (2024-02-06 04:16:39.928000)
updates: Inclusion of insights from Isaac Poole of Oreana Financial Services
- ➔
- ➔
- ➔
Version 0.02 (2023-11-08 12:24:54.608000)
updates: Restructured the content for clarity and impact
- ➔
Version 0.01 (2023-11-05 17:21:47.968000)
updates: Added information about the rally in long-duration US Treasuries and factors driving it
- ➔