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DAVID ZERVOS
10-year Treasury yield surges above 4.5% — is the U.S. bond market no longer a safe heaven amid Trump’s China tariffs and global sell-off fears?10-year Treasury yield suddenly jumped above 4.5%, sending shockwaves across Wall Street and raising serious concerns among investors. At a...- Global Central Bank liquidity: From market headwind to tailwind?Global stocks have surged despite central bank liquidity drainage. As this reverses in 2025, with major economies easing policy and the Fed...
- Jefferies says US stocks can rally even if Fed doesn’t cut ratesUS equities are likely to continue their uptrend based on good economic news, which Zervos, the bank’s chief market strategist, expects to ...
- Big tax changes unlikely with Republican Senate and a Democratic HouseThis election was a repudiation of the radical left and the radical right. It was a move to the centre, says Jeffries MD
- Is Fischer `Stan the Man' or the `Odd Stan Out'?Among the voting members of Federal Open Market Committee, however, it seems Stan is more of the “odd man out,“ according to Jefferies.
- Emerging markets rally has legs thanks to currency war truceA cautious Fed, a rebound in oil prices, strong inflows helped the MSCI Emerging Markets Index outperform its all world counterpart and the...
- The incredible shrinking wealth funds that are ducking DavosIn the days of the commodity boom a few years ago, oil-rich nations and their petrodollar wealth were the darlings of the World Economic Fo...
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