*Walter Bloomberg (@DeItaone) “BOND YIELDS MAY TRIGGER TRUMP ACTION Wolfe Research says rising U.S. bond yields” — TopicDigg
*Walter Bloomberg
@DeItaone
加入 August 2014
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BOND YIELDS MAY TRIGGER TRUMP ACTION
Wolfe Research says rising U.S. bond yields—not stock declines—are the key trigger that could force White House action on the war.
Analyst Chris Senyek warns inflation is pushing yields higher, and policymakers are more likely to respond to bond market stress than equity weakness.
The firm also flags stretched stocks and risks from inflation, energy, AI spending, and credit stress, but sees bonds as the main pressure point.
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