bullish
From Tariff Tantrum to Treasury Turbulence
Kok has highlighted this Insight as a Top Pick
458 Views07 Jun 2025 11:14
This contrarian report argues daily headlines on Trump's big beautiful bill are not being supported by what's happening in the high yield market. Import tariffs collected in April and May are huge
What is covered in the Full Insight:
- Introduction: Shift in Investor Concerns
- Analysis of Tariff Impacts
- Treasury Market Turbulence
- CBO Deficit Projections
- High Yield Market Insights
SUMMARY
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Full Insight
(Paid Plans Only, 7-minute read)
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Kok Peng Chan
Asian Economist
- From Tariff Tantrum to Treasury Turbulence07 Jun 2025
- Assessing Trump’s Shock and Awe Move in Apr 202506 May 2025
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