Reported 17 days ago
After the Federal Reserve's recent interest rate cut, analysts highlight the bond market's need to account for rising inflation risks linked to Donald Trump's reelection. Strategist Michael Pond notes that the market is already reacting to concerns about tariffs and structural inflation, as evidenced by a significant rise in inflation expectations. However, he points out that the market seems unconcerned about potential deficits and tighter labor conditions that may also arise.
Source: YAHOO