US Treasuries: Curve steepening on supply concerns – ING

ING strategists Benjamin Schroeder and Michiel Tukker note that US yield curves are steepening as front-end rates fall on softer jobs expectations while long-end yields rise on supply concerns.
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USD: Growth hopes, AI boom and Fed signals – Rabobank

Rabobank’s Michael Every highlights Trump’s suggestion that US growth could reach 15% under Fed Chair Warsh, implying a willingness to run the economy hot and supporting capital inflows into the Dollar.
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