There is a lot of treasury supply ($ 129 next week. The fiscal deficit is 1.3 trillion dollars for the current fiscal year, but the market has to absorb 1.7 trillion dollars in net issuance due to the bonds on the balance sheet mostly not being renewed.
The tariffs on the 200 billion dollars of goods go to 25% on January 1. If nothing changes, the remaining imports have tariffs go into effect coinciding with the Chinese New Year in February (someone thought that was clever).
Fed meeting and trade talks are in mid-December.
Edited by Data, 22 November 2018 - 11:41 AM.