What does the Blue Tsunami mean for inflation?
But if President Donald Trump retreats from the Iran war and oil prices fall, or tariffs are rolled back, Wizman said, yields will come down.
Key points
- Analysts say Trump’s comments are more likely to be political posturing than a reflection of serious policy priorities.
- And if there’s any clarity on any trajectory towards debt sustainability, the budget that’s going to have to be passed by the end of the year is a part of that, but it’s not going to be the thing that determines ultimately what France’s long-term debt trajectory is.
- If there’s an austerity program that’s put in place, it’s not a question of what the yields are, it’s a question of, ‘what do I need to see happen?’ The yields are already very high and they’re already attractive.
The News The Democrats’ historic sweep in US elections has been setting markets askew, as investors guess at what it could mean for economic policy or the billions of dollars being poured into AI infrastructure.
Additional details
- So, most of what’s happened overnight as a result of the election feels disinflationary.” Q&A Ellen DiMauro: European sovereigns have been under pressure.
- And the final thing is the fact that oil prices are down on the premise that he’s not going to tempt the fates with an attack on Iran.
- It’s evident in the data on how much issuance there’s been by corporations and it’s slated to continue potentially for another two years based on the CapEx intentions that the hyperscalers have divulged to investors already.
- It’s difficult to look at the price of a prediction market and be assured that if you try to come into that market and buy or sell contracts that you won’t move the price.
- It’s not just that the hyperscalers may have over-invested, it’s also that the turn in the political atmosphere in the US is going to turn against the hyperscalers.
How this summary was made: extractive summary — built from the sources' own reporting. It is drawn only from the reporting of the sources listed below — read the originals for full detail. How we summarize →
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