Week Preview: Will SCOTUS Rule on Tariffs? Eight Fed Members to Speak While Markets Price in Nearly 65 Basis Points of Rate Cuts This Year
Market Movements Following LDP's Unexpected Win
The previous week opened with a surprising triumph for the LDP in Japan. Contrary to widespread predictions of a market downturn, both the yen and Japanese government bonds experienced gains. This suggests that traders had already repositioned their carry trades, reducing the yen's role as a funding currency.
Meanwhile, early in the week, news emerged that Chinese authorities were advising domestic financial institutions to reduce their exposure to US Treasuries. Despite this development, along with stronger-than-anticipated US employment figures for January, the yield on the 10-year US Treasury note dropped by nearly 15 basis points—the largest weekly decline in five months. By the end of the week, yields had fallen below 4.05%, marking their lowest point in over two months.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Gold recovers from YTD low, retakes $3,900; Fed hike bets and bullish USD to cap gains
Cerebras (CBRS.US) Cloud Business Soars, Masking Hardware Decline; OpenAI Supports Half of Cloud Revenue
Cerebras achieved record Q3 revenue, but hardware income dropped by nearly 30%, while cloud business accounted for two-thirds of total revenue. OpenAI contributed $72.4 million. The company raised its full-year guidance and expects Q4 to be close to breakeven.
Microsoft (MSFT.US) offers voluntary buyout packages to about 60,000 employees: Structural divergence in U.S. employment under AI transformation
In 2026, the U.S. labor market is characterized by both low layoffs and weak hiring. Companies like Microsoft and American Express are leveraging AI to optimize their workforce, while data centers are driving growth in the construction sector. However, entry-level white-collar jobs face increasing pressure, with real wages experiencing negative growth and structural transformation risks becoming more prominent.
Crypto prices
More
