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  • Dec 17, 2024

Fed caution, inflation risks propel US Treasury yield forecasts higher again- Reuters poll

U.S. Treasury yield forecasts from bond strategists have marched higher for a second month amid expectations of limited remaining Federal Reserve rate reductions and rising inflation risks in 2025, a Reuters survey found. Having kicked off its easing cycle with a jumbo half-percentage point cut in September, the central bank has lowered its fed funds rate by 75 basis points and looks set to trim another 25 bps on Wednesday to 4.25%-4.50%. Yet, since the first reduction, the benchmark U.S. 10-year Treasury yield, which moves inversely to prices, has shot up around 70 basis points - hitting a near six-month high of 4.50% last month.

  • Dec 17, 2024

Morning Bid: Bonds agitated as Fed meets, G7 politics rumble

Even with another Federal Reserve interest rate cut this week baked in to market pricing, U.S. Treasury bonds appear anxious again about the year ahead - with political upheavals in Germany and Canada clouding the overseas picture. As the Fed meets for the last time this year, there's little doubt in futures markets that it will cut another quarter point off its policy rate. But with the sort of roaring growth in the dominant U.S. services sector seen in this week's December surveys, record high stock markets and likely tax cuts ahead, barely two more cuts are expected next year and Fed policymakers are expected to lift their estimate of long-run neutral rates above 3%.

  • Dec 17, 2024

Citi Says These 2 AI Infrastructure Framework Stocks Are Top Picks for 2025

AI has been driving the markets for the past two years, proving that the technology truly is a game changer – and for multiple games. AI has impacted cloud computing, networking services, content and graphic design – the list seems limitless. While this is undoubtedly good for the economy, and it’s helped boost the stock market to record levels, it’s also driving gains for individual companies and their investors, even beyond the expected horizon of AI stocks. Looking at the tech sector and its

  • Dec 17, 2024

How would a U.S. bitcoin strategic reserve work?

WASHINGTON (Reuters) -Bitcoin hit a record high above $107,000 on Monday after President-elect Donald Trump reiterated plans to create a U.S. bitcoin strategic reserve, stoking the enthusiasm of crypto bulls. WHAT IS A STRATEGIC RESERVE? A strategic reserve is a stock of a critical resource which can be released at times of crisis or supply disruptions.

  • Dec 17, 2024

BofA Says Stocks Flash Sell Signal After Cash Holdings Tumble

(Bloomberg) -- Fund managers have been reducing cash holdings to a record low and pouring money into US stocks, triggering a metric that Bank of America Corp. says could be a signal to sell global equities. Most Read from BloombergHow California Sees the World, and ItselfHong Kong's Expat Party Hub Reshaped by Chinese InfluxLondon’s Tube Fares Are Set to Rise by 4.6% Next YearCash as a percentage of total assets under management dropped to 3.9% in December, a move that in the past has been follo

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