Ships are canceling crossings to U.S., and Trump’s new 50% E.U. tariff threat isn’t likely to help
The spotlight is back on U.S. supply chains after President Trump threatened new E.U. and smartphone tariffs Source link Joy Wiltermuth
Why the next 20-year Treasury auction is ‘must-see TV’ for investors after the Moody’s downgrade
Bond market remains under pressure in the wake of Moody’s downgrade Source link Joy Wiltermuth
Bond yields jump after Moody’s downgrade of U.S. credit. Why it matters for consumers — and Congress.
Yields in the Treasury market are rising, threatening to make it more expensive for consumers and the U.S. to manage debt. Source link Joy Wiltermuth
This ‘Trump trade’ could wreck U.S. housing finance, warns Pimco
‘Don’t fix what’s not broken,’ says Pimco about Freddie Mac and Fannie Mae’s role in housing finance Source link Joy Wiltermuth
This ‘Trump trade’ could wreck U.S. housing finance, warns Pimco Read More »
Stock-market recovery suggests stocks must fall this far to spark a ‘Trump put’ or pivot
Trump’s partial tariff pause could suggests a floor on how low equities can go before triggering a policy pivot. But investors should beware. Source link Joy Wiltermuth
Stock-market recovery suggests stocks must fall this far to spark a ‘Trump put’ or pivot Read More »
Here’s how an obscure bet on bonds almost crashed the $29 trillion Treasury market, Fed official says
The abrupt unwinding of a popular “Trump trade” in the Treasury market likely fueled April’s tumult, says the Fed’s securities-portfolio manager. Source link Joy Wiltermuth
Trump’s tariff fight may be making this early recession signal go haywire
Bonds issued by retailers with “junk” credit ratings have been hit by selling as consumer confidence falls, but the selloff isn’t widespread Source link Joy Wiltermuth
Trump’s tariff fight may be making this early recession signal go haywire Read More »
Dow drops almost 900 points, while fears of Nasdaq bear market rise after stock market’s worst day of 2025
Nasdaq Composite falls deeper into correction territory, raising concerns about it sinking into a bear market. Source link Joy Wiltermuth
Trump’s ‘chaotic’ policy approach is creating opportunity for investors
There could be “quite a shift in the world order,” says Mike Cudzil, a portfolio manager at Pimco. Source link Joy Wiltermuth
Trump’s ‘chaotic’ policy approach is creating opportunity for investors Read More »
U.S. stocks are being trounced by Europe as Trump retreats from Ukraine, focuses on ‘America First’
Last Updated: March 3, 2025 at 7:13 p.m. ETFirst Published: March 3, 2025 at 6:16 p.m. ET It might go down in history as the “Zelensky” moment. European defense stocks surged on Monday, the first trading session since President Donald Trump shocked