Be a voice, not an echo.
by confoundedinterest17 Alarm! It was great to be a “Master of the Universe” (Treasury and MBS trader) since October 1981 when the US 10Y Treasury yield peaked at 15.84% and
by David Haggith As I’ve written about extensively, we know the Federal Reserve has painted itself into a corner where it is now pressured to start tapering its quantitative easing
by The Phoenix The biggest development last week was the breakout in the 10-year U.S. Treasury. The 10-year US Treasury is arguably the single most important bond in the world. The yield on
CHINA CRACKDOWN: Just The Beginning Watch, comment and suscribe:t.co/4MrObu59NE — Daniel Lacalle (@dlacalle_IA) September 16, 2021 The Evergande credit contagion is spreading, with bonds of China's other leveraged developers tumbling.
by confoundedinterest17 We are living in a negative real yield world. According to Deutsche Bank, 85% of the US High Yield market has a yield below the current rate of
Ahead of the publication of his periodic long-term study which is coming out next week, Deutsche Bank’s Jim Reid has shared some advance highlights including one remarkable chart. Using 25
by David Haggith Stagflation is showing up in data points and articles everywhere now. Delta worries, labor shortages and fading Washington stimulus — it’s enough to cast a chill on the
by Kimble Charting 2021 has been a great year for equity investors. The Nasdaq 100 and S&P 500 ETFs are up between 20 and 25 percent on the year! But while
by confoundedinterest17 Strong words from fixed-income guru Bill Gross. In a meandering and sometimes off-kilter investment outlook posted on his website, the onetime bond king said longer-term Treasury yields are
Good Morning from #Germany where the financial repression intensifies. Real yields (10y Bunds-inflation) plunged to -4.34%, a fresh All-Time low after inflation jumped to 3.9% in August from 3.8% in
Headed into the pandemic, the S&P 500 and corporate bonds rose in lockstep. But then, right before the March 2020 stock market crash, corporate bonds began to diverge —
by confoundedinterest17 U.S. 10-year yields are spiking upwards in what was supposed to be a sleepy day before the Fed’s Jackson Hole conference. The 2s10s curve is the steepest in two
Central Banks Spending $834M per Hour for 18 Months buying bonds Wow 🤔 t.co/jUEB7LACrT — Reminiscences of an American Capitalist (@4Awesometweet) August 21, 2021 Bond Bubble keeps inflating. Value of
By Michael Lebowitz and Lance Roberts Equity futures are opening weaker again this morning. The NASDAQ is faring better than the S&P and Dow futures, which are both down about
by confoundedinterest17 (Bloomberg) — Last week was notable for the tsunami of agency mortgage bonds offered to the Federal Reserve during its routine purchase operations on Friday. The central bank’s quantitative easing schedule called for it
by confoundedinterest17 Things have not been the same since the Covid outbreak in early 2020. And that includes mortgage refinancing. As The Fed poured on the gas to the economy, mortgage
by confoundedinterest17 Rollercoaster! (Bloomberg) — Treasury traders are looking for Federal Reserve Chair Jerome Powell to provide some calm after a volatile few sessions that have sent yields on what one bank described
by UPFINA The long term trend has been towards online shopping, but brick and mortar stores are still prevalent for many types of goods and services. It might be a great
by Martin Armstrong QUESTION #1: It has become impossible to buy houses between $300-$500,000 in the Orlando area. From a realtor, he said that Blackrock is buying everything and they rely
Where we look at short- and intermediate- and long-term price and momentum indicators along with volume profile to determine if the charts are bullish or bearish across the board equity