Gov’t Gone Wild! US Treasury 2-year Yields Down -32 Basis Points As Gold Soars 3.8% On Banking Nerves And Sloppy Joe’s Budget Proposal March 20, 2023 3:33 pm
Fed Dead Redemption! Flight To Safety As US Treasury 10-Year Yield Drops -16 Basis Points And Fed Discount Window Soars (Wrong Way Yellen Strikes Again!) March 17, 2023 12:54 pm
Argentina Raises Benchmark Leliq Rate By 300 Basis Points To 78% To Fight Inflation Of 102.5% (While Fed INCREASES Balance Sheet To Fight Banking Crisis) March 17, 2023 11:47 am
US Treasury 10Y Yield Up 8.5 Basis Points To 3.91% As Expectations of Fed Rate Hikes Escalate To 5.23% By June 2023 FOMC Meeting February 21, 2023 3:16 pm
About That Surprisingly Strong Jobs Report: 3.30% Growth In Jobs Added On YoY Basis As Fed Slow Walks Shrinking Balance Sheet (Negative REAL Hourly Earnings Growth Not Something To Brag About) February 4, 2023 4:18 pm
Mortgage Bomb Cyclone! Mortgage Rates Drop 82 Basis Points Since October 21, Yet Purchase Apps Down -17.25% (Purchase Apps Down 36% Since Last Year, Refi Apps Down 85% Since Last Year) December 21, 2022 10:32 am
US Treasury Yield Curve Inverts To -82 Basis Points, Worst Since 1981 As Fed Tightens Policy (112 Straight Days Of Inversion) December 6, 2022 10:55 am
Bad Sign! What Interest Rates Are Telling Us (US 10Y-2Y Curve Inverts To -80 Basis Points, Euro 10Y Yields Falling, Fed Funds Rate Priced At 2.301% By January 2024) November 26, 2022 2:28 pm
FFS – this is now happening on a daily basis! Another collapse live on OZ TV November 1, 2022 11:11 am
Friendly reminder to all you bulls out there. On an inflation-adjusted basis, it took the S&P500 almost 30 years to match its 1929 peak, 25 years to match its 1968 peak, and 15 years to match its 2000 peak. Good luck. October 13, 2022 12:47 pm
Great Reset?? US Treasury 10yr Yield Tanks -20 Basis Points (UK 10yr Tanks -24.1 BPS) October 3, 2022 3:56 pm
Sweden’s central bank launches 100 basis point rate hike, says ‘inflation is too high’ September 20, 2022 2:53 pm
The 2Y is approaching 4% the fed fund rate is down at 2.33%. The discussion is a 50 basis-point or another 75 basis-point hike. 100 basis-point hike could spook the market. 2.5% almost crashed the market in 18/19. Buckle up September 20, 2022 2:26 pm
On an Emerging Markets basis this current set-up makes BOTH the 2015 and 2018 pivot scenarios look like a picnic. Which means that the binary “pivot” trigger of global market crash is closer than ever September 16, 2022 6:43 pm
Achy-Breaky Fed? US 30Yr Mortgage Rate Rises 31 Basis Points Over Last Week As Recession Probability Increases (How Will Fed Act?) August 22, 2022 6:32 pm
US 30Y Mortgage Rate Climbs To 5.54% While 5/1 ARM Rate At 4.20% (134 Basis Point Spread) August 12, 2022 3:04 pm
Goin’ Down! US Treasury 2-year Yield Drops 15 Basis Points In AM (10Y-2Y Treasury Yield Curve Remains Inverted At -38.870 BPS) August 10, 2022 10:04 am
