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The uncertainty likely to be injected into markets this year by President-elect Donald Trump promises to be yet another driver of attractive bond returns, according to Pimco bloomberg.com/news/articles/… via Bloomberg Markets

Memories of Arthur F. Burns Credit Conditions - Today, businesses say we are EASIER than when the Fed started hiking rates.

Nvidia tumbled 17% Monday, the biggest drop since March 2020, erasing $589 billion from the company’s market cap. That eclipsed the previous record — a 9% drop in September Carmen Reinicke bloomberg.com/news/articles/…

Sorry Liverpool fans lol! This article - FROM THE PREMIER LEAGUE ITSELF - Explains what a high foot challenge is. Using an image of a foul in title deciding game the ref and VAR didn't give....only in this league premierleague.com/news/4079982

Some good news for the Washington Post! Peter Spiegel is one of the industry's best leaders (also, the toughest beat reporter I've ever had to compete against). And a really good guy, to boot. washingtonpost.com/pr/2025/01/30/…

Bond traders can’t predict what US President Donald Trump will do next, but that uncertainty can be exploited to generate strong returns, according to Pimco’s chief investment officer bloomberg.com/news/articles/… via Bloomberg Markets

Bond traders are signaling an increasing risk that the US economy will stall as President Donald Trump’s chaotic tariff rollouts and federal-workforce cuts threaten to further restrain the pace of growth bloomberg.com/news/articles/… via Bloomberg Markets

The market is pricing a less aggressive Fed than two weeks ago, but still an aggressive Fed based on current data points. The market is pricing a 4% chance of an ease on March 19, 40% chance by May 7, and over a full 100% chance of an ease by June 18

Four-day widening streak now in swap spreads since Bowman supervisory talk ratcheted up 👀

Rising potential for a US recession has Pimco touting the attractiveness of “stable sources of returns” in global bonds bloomberg.com/news/articles/… via Bloomberg Markets

Bond traders have lifted bets on interest-rate cuts from the Fed bloomberg.com/news/articles/… via Bloomberg Markets

In the first rush for investment safe havens in years, US Treasury bonds are facing serious competition as a destination for global funds bloomberg.com/news/articles/… via Bloomberg Markets Greg Ritchie & Mia Glass

US financial assets are at risk of “mirroring dynamics of the UK and emerging markets” as the Trump administration embraces protectionism, Pimco says bloomberg.com/news/articles/…

You'll Never Walk Alone ❤️

The “Sell America” trade that gripped markets this month has left a potentially lasting dent in investors’ willingness to hold the US government’s longest-maturity debt, a mainstay of its deficit-financing toolkit bloomberg.com/news/articles/… via Bloomberg Markets

SOFR June 12-month futures spread hit new cycle lows after GDP 🧐 Data showing no need for immediate Fed cuts, but market telling us beyond the next two meetings they're coming thick and fast:

🚨 Whale position building in SOFR options, targets ZERO Fed rate cuts ALL YEAR 😎🐋 It’s been the stand out trade last few weeks. Size is up to ~250k / $25m premium 👇🆒

The US was downgraded by Moody’s Ratings on an increase in government debt, a landmark move that casts doubt on the nation’s status as the world’s highest-quality sovereign borrower bloomberg.com/news/articles/…

Even though America’s premier position in global finance is still secure, the government faces less borrowing flexibility at a time when international demand for Treasuries — and the US dollar — is increasingly in doubt bloomberg.com/news/articles/…

Treasuries extended a selloff fueled by investor anxiety about the growth in the US’s financing need, propelling longer maturities beyond 5% ahead of an auction of new 20-year bonds. bloomberg.com/news/articles/…