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Trading Desk: Why Earnings Season is Such a Big Deal

Earnings season rolls around every few months, and that’s a big deal in the financial world. It’s when companies finally pull back the curtain and show everyone how they’ve been doing financially. You can think of it like a public report card — everyone gets

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Trading Desk: Bond Market Under Pressure as the Narrative Shifts

The financial markets are experiencing a significant shift in sentiment, moving away from optimism surrounding trade developments towards a growing apprehension over the nation’s burgeoning debt. This shift in the tale is manifesting as heightened jitters in the bond market, pushing long-term Treasury yields to

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Trading Desk: Watch Bonds, Not The Fed

The recent fluctuations in the bond market serve as a stark reminder of its power to influence fiscal policy. A class of investors often called “bond vigilantes,” are demonstrating their potential to shape the economic landscape, particularly regarding the proposed tax cuts and their impact

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Trading Desk: Moody’s Downgrade Ends The Suspense

Wall Street responded with a dip in stock prices and a rise in Treasury yields following Moody’s Ratings’ decision to lower the U.S. credit rating to AA1 from its previous AAA status. The agency pointed to increasing government debt and a growing interest burden as

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Trading Desk: No Quick Save Coming From Powell

Federal Reserve Chair Powell’s commentary this week has underscored a strategic pivot towards patience, as the central bank navigates complexities introduced by tariff policies in flux and their potential economic repercussions. The Fed’s stance, articulated during this week’s recent policy statement and subsequent press conference,

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