Uncertainty reigns as markets face President Trump’s first week. Nowhere can this be seen more than in the U.S. Treasury and currency markets where traders take opposite sides. Oil continues to rise as OPEC and Russian production cuts take hold. The impact on inflation, currencies and the bond market could be significant as these forces meet.
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President-elect Trump stepped up his negotiations with China by questioning the “one-China” policy this weekend. Saudi Arabia surprised on the oil deal by suggesting they would lower production even further short-term. The Fed meets this week and is widely expected to raise the Fed funds rate.
What We’re Watching: Trump and China, More Populism in Europe, OilView Post
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The global bond market just took the biggest two-week drubbing in over a decade. More than one trillion dollars was sold off. Where did it go?