$QQQ vs $TLT for one example why this may matter for markets. Time to catch down again? pic.twitter.com/uEeFpBRTM1 — Markets & Mayhem (@Mayhem4Markets) February 14, 2022 #recession … #Global $USD #Liquidity #Squeeze edition#FX #forex #Euro $EUR $EURUSD 📉 https://t.co/dHaOsn1q1Q — …
by Peter Schiff of Peter Schiff Podcast Stock market is in bad shape, but bond market is worse. Silver rallies. Any negative yield in bonds is a positive for gold. Numbers on economy getting weaker as numbers on inflation get stronger. Fed can’t …
From Investing Channel: Financial advisors used to believe in a balanced portfolio between bonds and stocks. Central banks changed all that. Breaking Traditions We’re taught that stocks and bonds tend to move in opposite directions. Money flows into stocks and out …
by David Haggith Zero Hedge’s favorite quant from Nomura just laid out his measurements and metrics of the bond market that explain why treasury prices puked on Tuesday, and his assessment of what is happening precisely validates the “Big Reveal” …
by Scrolling_Scroller TLDR: Dr. Marco thinks the US WILL default as they continue spending too much indirectly buying Chinese junk bonds, and not enough on servicing its own debt, and the way taxes are collected. Link to detailed analysis by US gov …
by Scrolling_Scroller Things are actually happening! Link to below official statement: https://www1.hkexnews.hk/listedco/listconews/sehk/2021/1203/2021120302119.pdf China’s Kaisa struggles for relief from bondholders as default risk looms HONG KONG, Dec 2 (Reuters) – Chinese developer Kaisa Group Holdings Ltd (1638.HK) is unlikely …
#recession … #StockMarket #Bubble edition The underperformance of most US #stocks began in March… the same month Treasury #bonds #yields peaked and also began their downtrend. 📉 https://t.co/9fugzpfw5G — Invariant Perspective (@InvariantPersp1) December 2, 2021 #smallcaps #Russell2k $IWM #RTY_F …
Purchasing bonds isn’t as difficult as it may seem. However, before you purchase a bond, you must first understand the various varieties and what to look for. Bonds are a kind of investment that involves lending money to a business …
https://www.linkedin.com/posts/dr-marco-metzler-403341163_fed-chinese-activity-6871502373882269696-VUxd Link for in-depth analysis: https://wolfstreet.com/2021/11/19/after-fueling-corporate-bond-junk-bond-rally-to-lowest-yields-ever-fed-ends-bailout-spv-with-513-million-profit-sends-90-to-us-treasury/ 2nd link: https://www.wsj.com/articles/panel-urges-restricting-u-s-investment-in-china-over-security-concerns-11637163001 h/t Scrolling_Scroller
Financial history teaches many lessons. Let’s look at a notable “divergence” which occurred before the historic 2007 stock market top. Learn why this divergence served as an early-warning sign for stocks so you can apply the lesson currently and in …
More evidence of #World #economy slowdown. October prelim shipping data @johnauthers pic.twitter.com/VlioEE7VPC — CrossBorder Capital/ GLIndexes (@crossbordercap) November 15, 2021 #recession … #Global $USD #Liquidity #Squeeze edition https://t.co/XHksbbMJ7B pic.twitter.com/0Ee4sIPN41 — Invariant Perspective (@InvariantPersp1) November 15, 2021 Paging Isaac Newton: …
This is not a crypto coin, it is not a SPAC, it is not a meme stock. It is the chart of the Australian 2 yr government bond yield. pic.twitter.com/unAN6QLgeU — Peter Boockvar (@pboockvar) October 29, 2021 https://twitter.com/spcMnstr/status/1453539962897539072 Heading into …
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 mortgage rates peaked at 18.63%. Treasury and mortgage rates have …
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 earlier than it had been indicating. Now we are seeing …
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 this bond represents the risk-free rate of return against which …
CHINA CRACKDOWN: Just The Beginning Watch, comment and suscribe:https://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. pic.twitter.com/HBuXSVRUjx — (((The Daily Shot))) (@SoberLook) September 17, 2021 GOLDMAN: …
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 inflation. Its not only high-yield bonds that have negative REAL …
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 years of data for the US high yield market, Reid …
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 U.S. economy this fall. A bevy of Wall Street forecasters …
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 it’s felt like a risk-on kinda year, there’s been one …
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 so low that the funds that buy them belong in …
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 Jul. Real yields now NEGATIVE for 64 consecutive mths, another …
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 — and stocks followed lower. See what the current position of …
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 weeks. Eurodollar yields too have risen sharply and are up …
Central Banks Spending $834M per Hour for 18 Months buying bonds Wow 🤔 https://t.co/jUEB7LACrT — Reminiscences of an American Capitalist (@4Awesometweet) August 21, 2021 Bond Bubble keeps inflating. Value of global bonds has hit fresh ATH at $69tn despite rising …
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 .35%. This pattern follows yesterday in which the NASDAQ outperformed …
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 to buy $2.9 billion of 30-year uniform mortgage bonds Friday, …
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 as a “roller-coaster ride.” Ten-year yields have swung in a 25-basis-point …
