• US10YT=X

Realtors group forecasts US 30-year fixed-rate mortgage averaging 6% in 2025

The NAR predicts 6.0% mortgage rates in 2024, aiding housing construction and sales while facing challenges like supply shortages and elevated prices in the market.

• US10YT=X
• US500
• VIX

US debt FAQ: BofA provides short answers to popular questions

Bank of America analyzes U.S. debt trends, projecting rising deficits and manageable economic risks, while discussing buyer demand, fiscal sustainability, and potential solutions to fiscal challenges.

• MIWO00000PUS
• US10YT=X
• USD/CNY

Morning Bid: China FX eyed, markets surge on Fed hopes

• US10YT=X
• USDIDX

In-line Nov US CPI rise leaves door open for Dec ease

U.S. consumer prices rose in November, leading to expectations of a Federal Reserve rate cut despite ongoing inflation concerns, particularly regarding shelter and services costs.

• US10YT=X

Government debt glut could rock markets in 2025, BIS says

The BIS warns of rising government debt destabilizing financial markets, urging prompt policy action to prevent potential economic damage from oversupply and inflation.

• US10YT=X
• US30YT=X

'Bond vigilante' PIMCO trims long-term US sovereign debt holdings

PIMCO announces plans to diversify its bond investments outside the U.S. due to concerns over long-term debt sustainability and rising U.S. debt levels, favoring short-term Treasuries.

• TSLA
• US10YT=X
• US500
• VIX

Exuberance rising but valuations not extreme, Evercore says

Evercore ISI discusses current market exuberance, valuations, potential corrections, and their bullish projection for the S&P 500 while advising tactical investment approaches.

• ESZ24
• NDX
• NQZ24
• US10YT=X
• US2000
• US500

US stock positioning slips; some investors see big pullback: RBC

RBC Capital Markets reports a decline in US equity futures positioning after record highs, highlighting mixed signals for the market tied to GDP forecasts and interest rate projections.

• DJI
• DXY
• US10YT=X
• USD/KRW

Morning Bid: China inflation eyed, global political uncertainty bubbling up

Investors await China's November inflation data amid a volatile geopolitical backdrop; focus on consumer prices, South Korean currency stability, and U.S. rate cuts impacts Asian markets.

• BTC/USD
• EUR/USD
• GC
• STOXX
• US10YT=X
• US500

BofA's Hartnett sees a 'high' risk the S&P 500 overshoots in Q1

Bank of America reports significant cash inflows last week, with crypto funds experiencing unprecedented growth amid renewed investor interest post-election. Concerns about valuations persist across markets.