The Bond Market Is Flashing a Warning about Trump Tariff and Spending Plans

• The Fed is getting a warning from another central bank about Trump’s tariff plan

  All eyes were on the Federal Reserve’s first policy update of the new year on Wednesday, but the Bank of Canada also drew its fair amount of attention.
  
  MarketWatch - 21h

• The bond market’s new calm isn’t because concerns about Trump’s agenda are gone

  The 10-year Treasury yield may have peaked at around 4.8% — for now.
  
  MarketWatch - 5d

• Stock-market rally depends on answer to this ‘real question’ about bond yields

  For stocks, much depends on whether the past week marked a peak in yields or was merely a snapback after getting technically overstretched.
  
  MarketWatch - Jan. 20
• 

  ‘So Much Uncertainty’: Businesses Worry About Trump’s Many Tariff Plans

  The incoming president has floated numerous tariff plans. Retailers say their livelihood could depend on which ultimately come to fruition.
  
  The New York Times - Jan. 19
• 

  The bond markets vs Donald Trump

  There is a notable — and rising — risk of financial turmoil if the new White House does anything to spook investors
  
  Financial Times - Jan. 17
• 

  Whitehall braced for spending cuts after UK hit by bond market turmoil

  Rising gilt yields mean government departments may face further squeeze
  
  Financial Times - Jan. 10
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  A $28 Trillion Corner of Wall Street Is Flashing a Warning About the U.S. Economy

  Bond yields have surged since the Fed began cutting interest rates.
  
  Inc. - Jan. 9

• Bond market ‘police’ are back as investors patrol spending plans

  Debt market flare-ups show growing pushback against governments’ loose fiscal policies
  
  Financial Times - Jan. 9

• Why investors should watch the dollar as markets make sense of Trump’s tariff plans

  It had seemed like nothing could stop the U.S. dollar from marching higher. Then a headline about President-elect Donald Trump’s tariff plans landed in traders’ newsfeeds, and suddenly all bets ...
  
  MarketWatch - Jan. 8

More from The New York Times

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  Trump Kicks Congress to the Curb, With Little Protest From Republicans

  The administration is showing it doesn’t view the House and Senate as equal partners. So far, Republicans, who hold both majorities, are accepting their new status.
  
  The New York Times - 2h
• 

  With Sweeping Executive Orders, Trump Tests Local Control of Schools

  The orders seek to encourage “patriotic education” and restrict discussions about racism and gender by threatening to withdraw federal funding. But schools are often resistant to change.
  
  The New York Times - 7h
• 

  Trump Order Pushes Universities to ‘Monitor’ Protesters on Student Visas

  An executive order signed this week would push colleges and universities to combat antisemitism specifically by monitoring and reporting international students.
  
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• 

  Blue Man Group’s 34-Year New York Run Comes to an End

  Over 34 years, the show gave Fred Armisen a drumming gig, “Arrested Development” a hilarious story line and more. Now the cultural sensation comes to an end in New York.
  
  The New York Times - 2h
• 

  Trump Administration Considers Halting Congestion Pricing

  The New York City tolling program began on Jan. 5 after defying obstacles for decades. A move to stop it would likely touch off a legal battle between the state and federal government.
  
  The New York Times - 1h

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