Bill Ackman, who short on long-term US bonds, tweeted on October 23 that he had closed his position, for the current economic slowdown was more severe than the current data suggested, and the high yield of long-term US Treasury bonds was unsustainable. $iShares 20+ Year Treasury Bond ETF(TLT)$ Why are long-term US bond yields rising?US bond yields and bond prices are inversely proportional, and secondary market supply and demand can also affect yields through prices;Long-term US bond yields reflect expectations for future economic growth, while short-term yields are a direct reflection of market interest rates.As we have previously analyzed, the continuous rise in US bond yields is a comprehensive result of "economic growth" and "increased supply".
Will Semi earnings drive stocks higher?
Semiconductor stocks like ASML, TSM will release earnings in the two weeks. Recently, semiconductor stocks show strength amidst weak performance of broader market. ---------- How do you expect earnings of Semiconductor stocks? Will earnings boost the semicondutor's performance?
+ Follow
+39