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@Tiger_Insights:Data Board| US Treasury Yield Spread Bottoms? Bonds Performance Will Take the Lead!
KVC
2022-01-27
$Zymeworks Inc.(ZYME)$
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Thank you","listText":"Interesting! Thank you","text":"Interesting! Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970591289","repostId":"9970269041","repostType":1,"repost":{"id":9970269041,"gmtCreate":1684485561784,"gmtModify":1684485610225,"author":{"id":"4136444024316022","authorId":"4136444024316022","name":"Tiger_Insights","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136444024316022","idStr":"4136444024316022"},"themes":[],"title":"Data Board| US Treasury Yield Spread Bottoms? Bonds Performance Will Take the Lead!","htmlText":"During the FOMC meeting in early May, Fed Chairman Powell hinted at a \"halt to interest rate hikes.\" Meanwhile, the interest rate market have already pricred in at least two 25 bps rate cuts by the end of this year. 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Therefore, barring any major surprises, the deep inversion of US Treasuries yield curve is already on the path to bottoming out and rebounding. So, during the process of transitioning from an inverted yield curve to a positive one, how will major asset classes around the world perform? What investment opportunities will arise? Let's look at how the data speak:Six instances of yield curve inversion over half a centuryAs the name suggests, yield curve inversion happens when a yield curve graph of (typically) government bonds","text":"During the FOMC meeting in early May, Fed Chairman Powell hinted at a \"halt to interest rate hikes.\" Meanwhile, the interest rate market have already pricred in at least two 25 bps rate cuts by the end of this year. For reference, the current benchmark rate is 5%-5.25%. Therefore, barring any major surprises, the deep inversion of US Treasuries yield curve is already on the path to bottoming out and rebounding. So, during the process of transitioning from an inverted yield curve to a positive one, how will major asset classes around the world perform? What investment opportunities will arise? 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