Eyes on bonds. https://t.co/j0G548Fxg2 pic.twitter.com/RyidKLwD3y
— The Great Martis (@great_martis) April 13, 2025
BREAKING: The 10Y Note Yield rises back above 4.50% at the open.
The bond market is in control. pic.twitter.com/sfPGBjEWvr
— The Kobeissi Letter (@KobeissiLetter) April 13, 2025
The main market theme over the next few weeks will not be tariffs, but the increasingly inevitable clash between Trump and Powell. I expect the Fed to resist calls to buy bonds because to do so would reward bad economic policies while undermining the Fed’s independence.
— Peter Berezin (@PeterBerezinBCA) April 14, 2025
We went from +4% expectation in futes yesterday to now please stay green. Lol
Headlines everyday can shift monies by the trillions…
— Heisenberg (@Mr_Derivatives) April 13, 2025
10Y now trading at an implied yield of 4.58%.
Closed at 4.49% on Friday.
Complete disaster.
— Spencer Hakimian (@SpencerHakimian) April 13, 2025
Tariffs on semiconductor and electronic imports were "reduced" from 145% to 20%.
Meanwhile, S&P 500 futures are up just 30 points right now.
Investors have lost all confidence in this market. pic.twitter.com/WYb57V2bZC
— The Kobeissi Letter (@KobeissiLetter) April 14, 2025
Japan Prime Minister Ishiba: cannot make continuous compromises in US talks
— FinancialJuice (@financialjuice) April 14, 2025