Why Interest Rates Are Shooting Up All Around the World

Why Interest Rates Are Shooting Up All Around the World – Odd Lots

Mentioned

Bullish

USTREASURIES— Steven expects US Treasury yields to be closer to 5% than 4.5% by the end of the year, suggesting a bullish stance on Treasuries in the short term despite being at odds with the market consensus.

Bearish

USDJPY— Steven anticipates a weaker dollar against the yen, citing factors such as tariff negotiations and relative currency valuations that favor yen appreciation.
USD— Steven suggests a bearish outlook on the US dollar, explaining how US policy decisions, particularly regarding tariffs, could lead to increased risk premiums on US assets.

Not investment advice.