Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup – Forward Guidance

Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup – Forward Guidance

Market views

Bullish

BTC— Bitcoin has clear tailwinds and better prospects compared to other cryptocurrencies.
BANKS— Banks, especially regional banks, are becoming more profitable due to yield curve changes, leading to increased lending and credit creation.
MANUF— The manufacturing sector is showing signs of expansion, with the first above-50 PMI print in two years.

Bearish

ALTS— Altcoins are unlikely to see significant growth given recent market performance and current valuations.
MSTR— MicroStrategy's stock price is likely to deflate due to unsustainable drivers and retail investors getting clobbered.
ETH— Ethereum faced significant downward pressure due to ETH futures ETF rebalancing, which could continue.

Not investment advice.