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US Weekly: The Art of the Tariff
Winnie Cisar - Global Head of Strategy, 糖心视频
Zachary Griffiths, CFA - Head of IG & Macro Strategy, 糖心视频
Charles Johnston, CFA - Head of Energy, 糖心视频
Wen Li, CFA - Head of Metals & Mining, 糖心视频
Pat Luby - Head of Municipal Strategy, 糖心视频
Logan Miller - Head of European Strategy, 糖心视频
Brian Perez - Analyst, Credit Strategy, 糖心视频
Kathleen Tang - Analyst, Strategy, 糖心视频
EXECUTIVE SUMMARY
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Treasury Markets: The US Treasury curve experienced a modest bull flattening over the past week, with the 2Y and 10Y yields declining. The Federal Reserve’s decision to hold rates steady reflects caution amid re-inflation concerns, suggesting a data-dependent approach and likely holding rates higher for longer. President Trump invoked emergency powers to impose tariffs on Mexico, Canada, and China leading to negative market reactions, with US equity futures down and UST yields rising in the short and mid-term.
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Credit Markets: IG spreads widened slightly, while HY spreads also saw an increase. UST yield movements led to lower yields for IG corporates, though HY yields rose marginally. Despite these changes, both IG and HY showed positive total and excess returns for January.
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