The sell-off is not over yet! USA Assets are still being "disdained" by overseas investors…

① According to data provided by Deutsche Bank, despite the market recovering over the past week, foreign investors' willingness to invest in USA assets continues to decline; ② Deutsche Bank's Forex research director George Saravelos believes that the recent data on USA capital flows is concerning.

cls.cnApr 28 20:56 ET

"Debt ceiling" causes trouble! The U.S. Treasury Department's borrowing expectations for Q2 increase threefold, excluding the impact, borrowing decreases instead of increasing.

The U.S. Treasury announced on Monday that the estimated net borrowing for the second quarter is 391 billion dollars higher than expected in February, due to Congress not yet raising the federal debt ceiling, and the initial cash reserves at the beginning of the second quarter being far lower than previously anticipated. The Treasury stated that if the cash balance at the beginning of the season is not taken into account, the estimated borrowing for the second quarter is actually 53 billion dollars lower than the forecast made in February. Some analysts believe this is because DOGE is indeed having an effect, improving the fiscal situation and reducing financing demand.

wallstreetcnApr 28 17:26 ET

Besent's new bond issuance strategy: short-term bonds "steady", long-term bonds "gradual", closely monitoring stablecoin "major investors".

On Wednesday, the USA Treasury will announce the bond auction scale for the quarter from May to July. The market expects the Treasury to continue issuing bonds at the established pace, with next week's quarterly redemption auction expected to remain around 125 billion dollars. Some believe the market may interpret this as the Treasury being more inclined to rely on short-term bonds, which is a positive signal for long-term bonds.

wallstreetcnApr 28 09:36 ET

U.S. stock index futures slightly lower as the busiest week of Earnings Reports season approaches | Highlights for tonight.

①IBM plans to invest 150 billion USD in the USA over the next five years; ②MicroStrategy increased its shareholding by 15,355 Bitcoins last week; ③Rating agencies have downgraded the outlook for US ports to negative; ④Reports: Tencent, Alibaba, and ByteDance are scrambling to purchase computing power resources.

cls.cnApr 28 09:00 ET

Economic officials of "Trump 1.0" state that the impact of tariffs will become apparent nationwide by the end of next month, with the poorest suffering the most.

The former director of the White House National Economic Council stated that the "soft data" reflecting future expectations is weakening; before commodity prices rise due to tariffs, those with lower income levels or economic strength will use 100% of their salaries to purchase commodities, while the wealthy will save a higher proportion of their income, with the former being more severely impacted.

wallstreetcnApr 27 21:54 ET

Who can tame that "drunken dragon"? The market is completely counting on Besente.

The last line of defense on Wall Street?

wallstreetcnApr 26 07:42 ET