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TMUBMUSD10Y
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Investors bracing their portfolios for tariffs shouldn’t ignore this key factor - MarketWatch

1. Tariffs expected to raise inflation and lower growth, boosting bond demand. 2. Surge in imports and foreign investments impact U.S. Treasury demand. 3. Tariff effects could lead to higher long-term yields post-June. 4. Short-term bond yields may dip below 4% due to demand. 5. Future foreign asset pricing will be crucial for U.S. economic stability.

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FAQ

Why Bearish?

Predicted higher long-term yields post-tariffs could pressure TMUBMUSD10Y. Historical tariff impacts often elevate bond yields due to increased inflation expectations.

How important is it?

Tariff impacts on inflation and yields have significant correlation to TMUBMUSD10Y pricing. Formulated expectations suggest sustained demand shifts with long-term effects.

Why Long Term?

Long-term yield shifts expected as foreign demand decreases. Past instances (e.g., 2018 tariff impacts) demonstrate similar delays in effects.

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