Economy

Mike 03

(18,121 posts) Fri Nov 22, 2024, 09:27 AM Nov 22

Can someone help me decipher this Bloomberg view [View all]

The other morning on Bloomberg radio, guests and hosts were discussing the second Trump term. They generally agreed on the idea that, and I'm recalling it from memory and it may not be precise:

The first Trump term was defined by the performance of the stock market; the second Trump term will be defined by the bond market.

Is there a tip for investors hidden in this notion, or is it more a reflection of what the Federal Reserve is anticipated to do with interest rates?

Also: Does this makes sense to you? Do you agree, disagree, or have any other views about this you could share?

Thanks in advance for any opinions on this.

12 replies

= new reply since forum marked as read

Highlight:

Can someone help me decipher this Bloomberg view [View all] Mike 03 Nov 22 OP

I think it's more a statement about inflation going forwardq bucolic_frolic Nov 22 #1

Thanks. Mike 03 Nov 24 #6

Here's an article from NPR Joinfortmill Nov 22 #2

Ooh, interesting! Mike 03 Nov 24 #7

Bonds go up when interest rates decline IbogaProject Nov 22 #3

Great information. Mike 03 Nov 24 #8

I don't know, but most interest rates have RISEN since the Fed's cuts nmmi Nov 22 #4

Exactly! Some of the anchors on Bloomberg were talking Mike 03 Nov 24 #9

Yes the price shifts more the longer the bond duration IbogaProject Nov 24 #11

I have a portion of my IRA in bond funds MichMan Nov 22 #5

That's interesting. Mike 03 Nov 24 #10

All bond funds purchased pre-inflation have been lackluster nmmi Nov 25 #12