Post #30311 by Carpian on the US Policy board

Halls of Shrewd'm / US Policy ❤

Unthreaded | Threaded | Whole Thread (15)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 4

Why? Are renewed inflation, massive tariffs, and higher consumer prices not a concern?

Those concerns are showing up in the bond market.

https://www.barrons.com/articles/the-bond-market-h...

The bond market is sending a warning in the wake of Donald Trump’s election victory on Tuesday. Investors may have been looking ahead to lower interest rates now that the Federal Reserve has started cutting. No more. The new message yields are sending: We’re heading back to a higher-for-longer world of interest rates.

The question is just how high.

Trump’s victory combined with a Republican takeover of the Senate and potential continued majority in the House makes it likely that many of the former president’s campaign promises to maintain tax cuts and impose blanket tariffs could become a reality. That means higher deficits and inflation.

Or look at a stock like Dollar General (DG), which sells a lot of imported goods to "budget-conscious individual or family, often residing in rural or suburban areas". Unlike Elon's TSLA, DG took a hit yesterday. Kinda ironic, isn't it?

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (15)

Prev | Next

Announcements

US Policy FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.