Yields, Tariffs and Tech: Can Markets Hold the Line Amid the Policy Storm?
From Investing.com: 2025-05-27 00:21:00
US equities faced resistance last week as bond yields surged and tariff risks resurfaced. The market remains sensitive to policy noise and bond market dynamics. Despite volatility, the overall setup hasn’t deteriorated, with caution in positioning and fragile sentiment. Treasury auctions are now key market drivers, overshadowing economic data. Trade tensions persist, with a tariff extension to July 9. Bitcoin continues its upward trend amid liquidity-driven conditions. Nvidia’s upcoming earnings report will be closely watched for guidance. Three critical catalysts will shape market direction: Nvidia earnings, inflation data, and bond market stability. The market is in a transition, not a retreat, with bullish undercurrents.
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