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Reply to "US30Y pushing back to 5% yield"
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[quote=Anonymous]Trump's tariff threats spark new fears of 'Sell America' trade The president has long been sensitive to bond market movements and regularly cites surges in stocks as evidence that his agenda is working. https://www.politico.com/news/2026/01/20/trumps-tariff-threats-spark-new-fears-of-sell-america-trade-00736714 Bond yields spiked and stocks sank on Tuesday as investors reckoned with how Trump’s threat to impose new tariffs on Europe could hammer alliances that are critical to the global economy. That reignited fears that the “Sell America” trade that dominated market narratives last spring could reemerge, undercutting Wall Street’s hopes for U.S. assets in 2026.[/quote]
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