Macro84

@macro84

Post Election market update: Bonds are not liking this result. 10yr yields up 20.3bps to 4.47%. tariffs = inflationary! Dow Jones futures up 3%; S&P futures up 2.1%; Nasdaq futures up 1.6%; SMALL CAPS (R2K) futures up 6.2% Hang Seng -2.2%; Europe flattish; Nikkei +2.6% (China down, Japan up/benefits) Dollar: DXY 105.24 (+1.8%) EUR 1.071 (-2%); JPY 154.4 (+1.9%) Bitcoin 75k (+6.8%) DJT ~$42 (+25%) https://t.co/STRad3Iaym.

2024-11-12

Macro84

@macro84

Post Election market update: Bonds are not liking this result. 10yr yields up 20.3bps to 4.47%. tariffs = inflationary! Dow Jones futures up 3%; S&P futures up 2.1%; Nasdaq futures up 1.6%; SMALL CAPS (R2K) futures up 6.2% Hang Seng -2.2%; Europe flattish; Nikkei +2.6% (China down, Japan up/benefits) Dollar: DXY 105.24 (+1.8%) EUR 1.071 (-2%); JPY 154.4 (+1.9%) Bitcoin 75k (+6.8%) DJT ~$42 (+25%) https://t.co/STRad3Iaym.

2024-11-12

Macro84

@macro84

Post Election market update: Bonds are not liking this result. 10yr yields up 20.3bps to 4.47%. tariffs = inflationary! Dow Jones futures up 3%; S&P futures up 2.1%; Nasdaq futures up 1.6%; SMALL CAPS (R2K) futures up 6.2% Hang Seng -2.2%; Europe flattish; Nikkei +2.6% (China down, Japan up/benefits) Dollar: DXY 105.24 (+1.8%) EUR 1.071 (-2%); JPY 154.4 (+1.9%) Bitcoin 75k (+6.8%) DJT ~$42 (+25%) https://t.co/STRad3Iaym.

2024-11-12

Macro84

@macro84

Post Election market update: Bonds are not liking this result. 10yr yields up 20.3bps to 4.47%. tariffs = inflationary! Dow Jones futures up 3%; S&P futures up 2.1%; Nasdaq futures up 1.6%; SMALL CAPS (R2K) futures up 6.2% Hang Seng -2.2%; Europe flattish; Nikkei +2.6% (China down, Japan up/benefits) Dollar: DXY 105.24 (+1.8%) EUR 1.071 (-2%); JPY 154.4 (+1.9%) Bitcoin 75k (+6.8%) DJT ~$42 (+25%) https://t.co/STRad3Iaym.

2024-11-12