⚠️ Watch rising US government bond yields

The 30-year Treasury yield jumped to the highest level since early April when the US administration changed its mind about tariffs

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In the second week of April, the US administration announced a 90-day tariff pause with the exception of China due to cracks in the world’s largest bond market.

As we covered in the market recap, the 30-year Treasury yields rose 50 basis points in 3 days back then, the most since the 2020 crisis. This was enough to scare the administration, which completely flipped their previously announced strategy.

S&P 500 posted a significant reversal amid historic volatility. Weekly market recap, trading week 15/2025

Summary of the trading week using the most popular posts from the X platform

globalmarketsinvestor.beehiiv.com/p/s-p-500-posted-a-significant-reversal-amid-historic-volatility-weekly-market-recap-trading-week-15-2

Meanwhile, the 10-year Treasury yield jumped to the highest level since mid-April. A similar move was seen in the 30-year Treasury yield

The 10-year yield and the 30-year Treasury yield have risen 32 and 27 basis points since the beginning of May.

Rising government debt costs is not a desired market behavior. This will cause another market issues pretty soon again. How this time the administration respond this time?

S&P 500 declined for the first time in 5 weeks. Weekly market recap, trading week 19/2025

Summary of the trading week using the most popular posts from the X platform

globalmarketsinvestor.beehiiv.com/p/s-p-500-declined-for-the-first-time-in-5-weeks-weekly-market-recap-trading-week-19-2025

🚨BREAKING: US and China agreed to lower tariffs on each other for 90 days

This is a positive news for the markets, at least short-term

globalmarketsinvestor.beehiiv.com/p/breaking-us-and-china-agreed-to-lower-tariffs-on-each-other-for-90-days

⚠️ The US and China concluded their 2-day negotiations in Switzerland.

Some additional thoughts about the US-China talks in addition to the market recap

globalmarketsinvestor.beehiiv.com/p/the-us-and-china-concluded-their-2-day-negotiations-in-switzerland

🚨Is the US stock market headed for a prolonged bear market?

Time to revisit the US stock market valuation and concentration metrics

globalmarketsinvestor.beehiiv.com/p/is-the-us-stock-market-headed-for-a-prolonged-bear-market

INVESTMENT PORTFOLIO UPDATE (April 29, 2025)

Please find out an update about my market positioning - only for Founding Members

globalmarketsinvestor.beehiiv.com/p/investment-portfolio-update-april-29-2025

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