Greenland Island opens, followed by the collapse of Japanese bonds, Trump TACO, and the conclusion of yen intervention – a week dominated by "headlines ruling the market" has ended
Trump's remarks about Greenland and threats of tariffs triggered a sell-off, exacerbating panic in the Japanese bond market, followed by Trump's soothing of the market (TACO model) which reversed sentiment. Ultimately, the market showed significant divergence: the stock market experienced slight turbulence and decline, the dollar plummeted, the yen surged, and precious metals reached new highs. The breakdown of the stock-bond correlation rendered traditional hedges ineffective, leaving investors with a dilemma of whether to hedge risks or ignore the noise
Wallstreetcn·
