Rates Spark: Liberation Hangover
Source: SeekingAlpha
2025-04-04 04:00:00 ET
Summary
- Rates markets trade with a bullish tilt in the wake of the tariffs.
- Not all is clear, as trade negotiations and deal-making have yet to unfold. But uncertainty itself may already be enough to weigh on sentiment.
- Weaker US jobs numbers would come as a confirmation, while somewhat stronger numbers could be dismissed as backward-looking.
The Fed repricing is already providing room for longer end rates to drop lower
US rates markets continued to reprice in the wake of “Liberation Day”. Disappointing ISM services data adds to the gloom, with all eyes now turning to the jobs data ahead. The market is now pricing in 100bp of Federal Reserve rate cuts through January next year. Not starting immediately in May, but with a firm view that the next cut will arrive in June, giving the Fed time to read the data and adjust its bearings....
Read the full article on Seeking Alpha
For further details see:
Rates Spark: Liberation Hangover
Vanguard Short-Term Government Bond ETF
NASDAQ: VGSH
VGSH Trading
-0.15% G/L:
$58.185 Last:
1,336,052 Volume:
$58.20 Open:
VGSH Latest News
May 12, 2026 10:35:00 pm
There's Only 2 Reasons to Buy Vanguard Extended Duration Treasury Index Fund ETF
