Societe Generale: After the U.S. mid-term elections, market focus shifts to fundamentals
2026-11-06 14:39:12
According to CoinMeta, Societe Generale stated in a report that after the U.S. mid-term elections, market attention will once again shift to fundamentals, and it is expected that U.S. Treasury bonds will continue to maintain their appeal as safe-haven assets. The report noted that the October non-farm payroll report will be released at 21:30 Beijing time. The decline in oil prices and the resolution of major risk events have driven simultaneous gains in the stock and bond markets, but long-term issues such as fiscal policy, Treasury issuance, debt ceiling, and AI investment pace still exist. Strategists believe that the weakening effect of fiscal stimulus, moderating inflation, and periodic fluctuations in risky assets will support a market environment where yields decline moderately and the yield curve tends to flatten in the medium term.
Source:Jin10 Data
This content is for market information only and does not constitute investment advice.
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