With the presidential election over, Treasury traders are beginning to focus on how much consumers will be spending this holiday season, traditionally the most important time of the year for U.S. retailers.

There has been speculation in the bond market this week that Gov. Bill Clinton's election will bolster consumer sentiment and lead to a surge in Christmas spending.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.