Trump’s Policy Impact: Treasury Yields in Free Fall

Market Insights: Treasury Yields on the Decline

As the world waits with bated breath for President Trump’s policy announcements, U.S. Treasury yields are experiencing a downward trend. According to analysts at Danske Bank Research, this decline is likely to continue once the uncertainty surrounding Trump’s policies clears up.

Room for Further Decline

The risk associated with Trump’s policy package still looms large, but experts believe that long-term U.S. yields have not yet reached their lowest point. In fact, there is still ample scope for yields to fall further, particularly if inflation data continues to soften in the coming years.

Rate Cuts on the Horizon

Looking ahead to 2025-2026, analysts predict that additional U.S. rate cuts may be on the cards. This would be a direct response to softening inflation data, which could have a significant impact on the economy.

Current Market Trends

As of now, the 10-year U.S. Treasury yield is trading at 4.57%, down 4 basis points from its previous high. Overnight, the yield fell to 4.53% before rebounding slightly, according to data from LSEG.

What’s Next?

As the market continues to navigate the uncertainty surrounding Trump’s policies, one thing is clear: U.S. Treasury yields are likely to remain volatile in the short term. However, with the potential for further declines and rate cuts on the horizon, investors would do well to stay informed and adapt to changing market conditions.

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