China Deal: So What?

TalkMarkets - Tue, 11/04/2025 - 23:30
The market rallied mightily. But now it’s done. 100% of the rally has been laid waste, and no facts about the meaningless “deal” have changed.

Rates Spark: The Drama Is In The Plumbing

TalkMarkets - Tue, 11/04/2025 - 23:10
Treasuries are treading water, and really should have performed better on a risk-off Tuesday. But the 10yr seems content at above 4% for now. The 2yr has more open road to trek back down to 3.5%.

Wednesday's Economic Calendar

Seeking Alpha - Tue, 11/04/2025 - 23:00

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