Ed Yardeni compares the proposed EU tax to past tariff threats. He calls it Liberation Day 2. Markets remain calm, seeing it as negotiation. A trade war hurts the global and US economies. Trump’s frustration and potential tariffs on countries buying Russian oil add complexity. Markets anticipate resolution by summer. Trump’s focus may shift to mid-term elections.
Bond supply may outweigh demand, push yields higher
Bond yields in India are anticipated to increase in the latter half of this fiscal year. This rise is primarily due to higher government borrowing