Fynsa
The real power is not in Washington or New York. You can't challenge the bond market without consequences.
Emerging market maturities and Treasury rate movements require a strategic approach to manage flows and adjust portfolios in a high demand environment.
The economy and an intensification of grassroots support would be some of the factors behind the historic win of now President-elect Donald Trump.
Although the Fed chair “kept open” the possibility of raising rates at future meetings, it appears that rates will remain unchanged after the next meeting.
In our base case, we expect some moderation in U.S. interest rates in the coming months and recommend considering moving gradually out of cash into longer maturities and corporate bonds.
The current situation with U.S. Treasury bonds reflects the tensions of a changing global economic order.
