2 Bloomberg: During a month when warning signs flashed in other #markets — from evidence of the disruptive and potentially disinflationary power of #AI to rising #geopolitical tensions and worries about dangers in #privatecredit — traders flocked to #government #debt. 🧵
#USTreasuries #USTs #bonds

There are serious concerns and warnings that hundreds of #California gas stations, especially small, independent ones, could face closure by the January 1, 2026 deadline to replace or upgrade single-walled underground storage tanks ( #USTs ), leading to potential #fuelshortages and higher prices.

Lower rates lead trend followers to buy USTs, sell USD: BofA Investing.com -- Lower rates are driving systematic investors to rotate into U.S. Treasuries and out of the dollar, according to Bank of America. The bank said the decline in yields following Chair Jerome Powell’s dovish Jackson Hole speech has reinforced trend-following demand for Treasuries. “In fixed income, the pace of trend follower UST futures buying is increasing on this week’s move lower in rates,” BofA analysts led by Chintan Kotecha wrote. They noted that 10-year positioning is getting longer across models, while 30-year positioning remains mixed as medium- and long-term accounts cover shorts. The moves come as the U.S. dollar weakened for a third consecutive week. BofA said trend followers could add to euro, sterling and yen longs in the days ahead. “CTAs could be buyers of EUR, GBP, and JPY in the days to come,” the analysts said. Meanwhile, outside the U.S., the bank expects selling pressure in Bunds and Chinese government bonds next week. In commodities, systematic strategies are shifting into agricultural markets while trimming exposure to energy and metals. BofA highlighted that “the whole soybean complex moved higher again” last week, and it believes that trend followers “will continue covering Soybean and Soybean Meal shorts.” On the other hand, CTAs are likely to sell oil and copper futures in the near term. Gold positioning remains stretched in longer-term trend-following accounts after recent gains. Equity exposure among trend followers was little changed, with positions still “stretched long S&P 500, Nasdaq 100, and Nikkei 225 futures.” 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. At the same time, smaller longs in the Russell 2000 and Euro Stoxx 50 suggest limited moves are expected in those indices unless volatility rises, according to BofA. Which stocks should you consider in your very next trade? Successful investors know to check multiple angles before making their move. InvestingPro's three powerful features work together to give you that edge: ProPicks AI runs 80+ stock-picking strategies, including Tech Titans, which doubled the S&P 500's performance in just 18 months! Fair Value combines 17 proven valuation models to help you spot overpriced stocks and undervalued gems. And WarrenAI delivers instant insights on any stock. Ask questions, get vetted answers backed by real-time data (unlike ChatGPT). Our subscribers use all three to identify stocks before double-digit gains and avoid costly mistakes. But with 50% during our Summer Sale, even if you only use one of these features the value pays for itself. Sale ends soon—don't wait until prices go back up.

Click Subscribe. #USTs #USD #BofA #InterestRates #FinanceNews

This!! #ItsNotHard

Also, satisfaction rates repeatedly show we’re doing this right 95-98% of the time, most recently in the 2022 US Trans Survey #USTS #A4TE

Name me another field in medicine doing it “right” this consistently!

We’re knocking it out of the park, and it’s time that story is told

No One Can Save Us From Trump’s Catastrophic Tariffs The financial press expects Treasury Secretary Scott Bessent to rescue the economy, but he’s actually part of the problem.

—not because the U.S. is in control of the global economy, as Miran’s famous memo presumes, but because the U.S. can’t control even its own economy. substack.com/app-link/pos... #USA #Bessent #USTS #Treasury #usapoli

3 Bloomberg: While #Powell said “the economy’s fine” two weeks ago, #traders will scrutinize his comments and officials’ revised forecasts, known as the #dot-plot, for cracks in that view. #TreasuryMarket #bonds #markets #bondmarkets #Fed #USTs

2 BMO: All of this back and forth on #tariffs is weighing heavily on #sentiment, with the #S&P500 nearing #correction territory (-10% from the highs) Tue. #USTs #yields are little changed this morning ahead of the #CPI report & what will surely be another round of headline-driven whiplash #markets 🧵

Why Election Week Has Bonds Acting Like They're on a Rollercoaster—And How You Can Profit

Ready to Take the Wild Ride of Forex Market Madness? #advancedtrading #bondmarket #Bunds #electionweek #forexstrategies #Gilts #insidertips #USTs #volatilitytrading
starseedfx.com/market-insig...

2022 US Trans Survey Early Insights Report is in!

ustranssurvey.org

#USTS

One is also impressed by the geographic diversity of the Board of the journal... #USTS