Good Golly!
1yr US Treasury bill is currently yielding >5%
There IS an alternative to stocks now
Do you think the 1yr UST yield will be higher than the CPI rate this year?
If so, when?
And will that happen more b/c yields rise further from here, or b/c the CPI drops? pic.twitter.com/CdPNilePrZ
— Adam Taggart (@adamtaggart) February 22, 2023
Inverting the high yield spread, we see a familiar picture bulls never want to see again.
In the same timeframe.
Could they be conned twice in a row?
Of course. pic.twitter.com/piqjoFFzoz
— Mac10 (@SuburbanDrone) February 21, 2023
It feels like the Fed (BlackRock) keeps setting markets up to crash, then when the narrative of blaming someone else doesn't work out suddenly they're back to pumping markets again.
— Financelot (@FinanceLancelot) February 22, 2023
Bubble symmetry now: pic.twitter.com/XWp7qQOjW6
— Charles Hugh Smith (@chsm1th) February 21, 2023
The drop in existing home sales is unbelievable. pic.twitter.com/0EUXtTeb2m
— Bespoke (@bespokeinvest) February 21, 2023
CTAs now have over $200B worth of exposure that they're likely to sell into recent weakness as momentum fades pic.twitter.com/pnOubKOz8D
— Markets & Mayhem (@Mayhem4Markets) February 22, 2023
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