Attention Economy


Monday, January 20, 2025

The Bond Market Holds the Key

Trump’s First Test Will Be the Bond Market
https://www.project-syndicate.org/commentary/trump-bond-market-first-big-test-by-jim-o-neill-2025-01
Financial markets and official economic indicators over the past few weeks give policymakers around the world plenty to contemplate. Was the recent spike in bond yields a sufficient warning to Donald Trump and his team, or will they still follow through with inflationary stimulus, tariff, and immigration policies?


Trump paves the way for higher interest rates after just one day in office
https://www.telegraph.co.uk/business/2025/01/21/trump-paves-way-higher-interest-rates-just-one-day/
New president’s flagship promises are about to start having real-world consequences for the US economy.


Trump’s First Test Will Be the Bond Market
https://www.project-syndicate.org/commentary/trump-bond-market-first-big-test-by-jim-o-neill-2025-01
Financial markets and official economic indicators over the past few weeks give policymakers around the world plenty to contemplate. Was the recent spike in bond yields a sufficient warning to Donald Trump and his team, or will they still follow through with inflationary stimulus, tariff, and immigration policies?
 
The bond markets vs Donald Trump
https://www.ft.com/content/72019cc6-89f9-453c-9955-4cc26be3de3e
There is a notable — and rising — risk of financial turmoil if the new White House does anything to spook investors.
 
Rising bond yields should spur governments to go for growth
https://www.economist.com/leaders/2025/01/16/rising-bond-yields-should-spur-governments-to-go-for-growth
 
Why global bond markets are convulsing
https://www.economist.com/finance-and-economics/2025/01/12/why-global-bond-markets-are-convulsing