MARKET WIRE NEWS

Rates Spark: The Glass Half-Empty Trade

Source: SeekingAlpha

2025-02-26 01:30:00 ET

Summary

  • The drivers of DOGE, Bessent and SLR have been added to in the guise of weaker consumer confidence and a ratchet down in expectations for the terminal rate.
  • This market is now considering the possible downsides ahead.
  • Can it last? Well, yes, for a bit.
  • But we are constrained to the downside for yields, until or unless we seriously contemplate a recession of sorts.

By Padhraic Garvey, CFA & Michiel Tukker

US Treasuries find a way to see the glass half-empty version of the Trump cocktail

Read the full article on Seeking Alpha

For further details see:

Rates Spark: The Glass Half-Empty Trade
Vanguard Short-Term Government Bond ETF

NASDAQ: VGSH

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