The following are some of the news items mentioned in the last few days:

  • In the last few weeks, US Treasuries have plummeted with yields moving from 4.2 percent to 4.5 percent as of yesterday
    • Trump’s tariffs is the cause, say the market experts
    • Traditional 60 40 portfolio is not doing well as Stock and bonds have cratered. However a 90 day pause announced by Trump has given a S&P 1 day return to the best since 2008
    • Reasons for bond crashes is also attributed to leveraged basis trades bets by hedge funds
  • Trump pauses additional tariffs on countries for 90 days
  • Beijing tariffs go up to 125 percent