遭持续抛售！美债不再是“避风港”？
尽管特朗普声称对部分国家暂缓90天施行“对等关税”，但政策的不可控性似乎正在消磨投资者对美国经济的信心。
本周，作为传统避险资产的美债持续被抛售。截至4月11日收盘，美国10年期基准国债收益率上涨6.46个基点，报4.4895%，本周累计上涨49.52个基点，创2001年以来最大单周涨幅。美债吸引力为何出现下降？
尽管特朗普声称对部分国家暂缓90天施行“对等关税”，但政策的不可控性似乎正在消磨投资者对美国经济的信心。
本周，作为传统避险资产的美债持续被抛售。截至4月11日收盘，美国10年期基准国债收益率上涨6.46个基点，报4.4895%，本周累计上涨49.52个基点，创2001年以来最大单周涨幅。美债吸引力为何出现下降？
1542 ET – Bond markets send grim signals as Treasury yields rise almost every day of the week, even as equity markets plunged. The unusual combination has been attributed to foreign investors seeking save havens other than U.S. government debt, or to intense hedging, among other factors. Inflation indicators were lower than expected while consumer sentiment keeps weakening. March retail sales and industrial production are due Wednesday, followed by housing starts and weekly jobless claims Thursday. The 10-year yield adds half of a percentage point this week, its largest weekly gain since November 2001, to 4.492%. The two-year rises 0.278 p.p. to 3.950%. (paulo.trevisani@wsj.com; @ptrevisani)
1432 ET – A tumultuous week in the bond market looks to be ending in modestly positive fashion, with some signs of demand emerging for the long-term bonds that have been at the center of recent selling pressure. In recent trading, the yield on the 30-year U.S. Treasury bond was 4.877%, according to Tradeweb, down about 0.1 percentage point from earlier in the session. Yields, which move in the opposite direction of bond prices, have risen more today on Treasurys that mature in 2 to 7 years. That move was largely driven by data showing rising consumer inflation expectations, which could make it harder for the Federal Reserve to cut interest rates. (sam.goldfarb@wsj.com)
1046 ET – The 10-year Treasury selloff gains traction after the University of Michigan April preliminary consumer sentiment survey fell more than expected, to 50.8 from 57, sending the yield above 4.5% for the first time since February. Yields have been rising this week as trade wars weaken Treasurys’ safe-haven status. Mild March inflation reports yesterday and today failed to change the trend. Wall Street has been paying more attention to consumer sentiment surveys for more up-to-date signs of how tariffs are impacting the economy. The 10-year yield is at 4.552%. (paulo.trevisani@wsj.com; @ptrevisani)
0937 ET – Treasury yields have been rising even as stock markets tumble, an unusual combination. Apollo’s Torsten Slok writes that one of the reasons could be foreign investors selling U.S. government securities, since the yen, the euro and the Canadian dollar are strengthening versus the greenback at the same time. He adds that volatility is likely triggering “a lot of hedging activity,” so the rising yields, which imply falling bond prices, could mean “risk reduction among large asset managers.” Leveraged hedge funds may also be unwinding trades, Slok says. Yields are likely rising because of “some combination of these three forces,” he says. The 10-year is at 4.490%. (paulo.trevisani@wsj.com; @ptrevisani)
Yields on longer-term Treasurys were climbing again Friday morning, extending a move that has raised alarms on Wall Street and in the White House this week. The yield on the benchmark 10-year U.S. Treasury note was recently 4.484%, according to Tradeweb, up from 4.392% in Thursday afternoon trading. Yields, which rise when bond prices fall, were choppy overnight but started rising again at the start of U.S. trading. Early Friday, a report showed wholesale inflation was cooler than expected in March. Lower inflation could make it easier for the Federal Reserve to cut interest rates, which would normally boost bond prices. In recent days, however, such news has only been modestly positive for short-term Treasurys, which are especially sensitive to changes in rates. Worried about the unpredictable fallout from President Trump’s tariff policies, investors have been hesitant to buy longer-term Treasurys. That has remained true even after Trump paused many tariffs on Wednesday. (sam.goldfarb@wsj.com)
Over the last 15 years, Langley's condo market has seen significant price appreciation, with average condo prices rising from around $211,338 in 2016 to over $533,200 currently. While the market has shown resilience, particularly in the Fraser Valley, there have been fluctuations and potential headwinds from rising interest rates.
PRESS RELEASE
Supporting American Businesses with a New Manufacturing
Academy in Detroit
To help companies transition to advanced manufacturing,
Apple will open the Apple Manufacturing Academy in Detroit. Apple engineers,
along with experts from top universities such as Michigan State, will consult
with small- and medium-sized businesses on implementing AI and smart
manufacturing techniques. The academy will also offer free in-person and online
courses, with a skills development curriculum that teaches workers vital skills
like project management and manufacturing process optimization. The courses
will help drive productivity, efficiency, and quality in companies’ supply
chains.
Apple has long been committed to investing in education and
skills development for American workers and students. That includes ongoing and
expanding grant programs for organizations like 4-H, Boys & Girls Clubs of
America, and FIRST, which work closely with Apple in communities across the
country to create free programming that helps young people learn vital skills
like coding.
Leif Soreide is a dedicated stock trader, entrepreneur and founder of Champion Team Trading, a platform that provides a collaborative space for traders of all experience levels to refine their skills through real-time trade analysis and structured learning. Throughout his career, Leif has built a reputation for identifying high-potential stocks and implementing aggressive entry strategies around well-developed pivot points. He placed first in the 2019 U.S. Investing Championship, successfully overcoming a challenging market environment marked by failed breakouts.
https://www.championteamtrading.com/join/
Wall Street analysts and investors think the odds are increasing that Apple (AAPL) will get an exemption to the Trump tariffs. Apple stock rose on Friday.
CFRA Research analyst Angelo Zino said the likelihood that Apple will get an exemption has risen since President Donald Trump hiked tariffs on China imports to 125% on Wednesday. Apple makes most of its iPhones in China.
"The tariff impact, as it stands, would be particularly severe for Apple, potentially increasing its cost of goods sold by $50 billion," Zino said in a client note.
"We expect Apple to delay passing any tariff costs to consumers until its fall product cycle, while raising our odds of an Apple-specific exemption to 50% (from 20%) if no U.S.-China deal materializes soon," Zino said.
Trump will not want to hurt an American icon like Apple, especially after the company pledged to spend more than $500 billion over the next four years in U.S. manufacturing and other domestic investments, Zino said. Plus, the Trump tariffs could help Apple's main competitor, South Korea-based Samsung, he said.
Meanwhile, Apple has been lowering its exposure to China in recent years, including moving some iPhone production to India.
On the stock market today, Apple stock rose 4.1% to close at 198.15.
Mizuho Securities trading-desk analyst Jordan Klein said the investors he has spoken with are convinced that Trump will offer an exemption to Apple.
In a client note Friday, he said, "90% of investors seem to believe Apple will get a tariff exemption. They got one in 2018 under Trump."
He added that the "company employs too many people, and U.S. voters depend too much on iPhones and will not stand for (an iPhone costing) $2,000."
Elsewhere on Wall Street, Needham analyst Laura Martin cut her price target on Apple stock to 225 from 260 but kept her buy rating. She cited the current negative economic climate and likely recession for cutting her price targets on 16 technology stocks, including Apple, on Friday.
电话 : 6042099921
[来电请说Vansky上看到]
| 转让住宅 | |
| 住宅类型： | 公寓； |
| 房间情况： | 1睡房；1浴室；0客厅；全功能厨房；0饭厅； |
| 设备设施： | 洗衣，干衣，烤箱，冰箱，微波炉，家具，地板； |
| 语言偏好： | 普通话，英语； |
| 使用面积： | 312； |
| 租金或价格： | 224800左右； |
| 详情描述 五年新，学生单身公寓房出售，312平方呎，Studio，含独立厨房，卫浴，洗衣干衣机，空调。距UBC Okanagan校区仅10分钟车程或一部公交车，附近购物便利，安静校区。非常适合在UBCO读书的学生。便宜的价格，胜过租房。 | |
联系人: Ivan
邮箱 : 
微信 :