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by SpontaneousDisorder Whilst an inverted yield curve predicts recession its the re-steepening that tells you recession is coming. My view has been that when the yield curve steepens again and … Read more
Campbell Harvey is a Professor at Duke University and a partner at Research Affiliates. He sat down with Michael Batnick and Josh Brown of Ritholtz Wealth Management to discuss the … Read more
by Tom McClellan Back on August 22, I wrote here about how the spread between the 10-year T-Note yield and the 3-month T-Bill yield gives us a leading indication that is … Read more
'The yield curve's slope signals lower corporate profits ahead.' t.co/D0feyLd8qG via @SoberLook pic.twitter.com/40qmqxcCI7 — Jesse Felder (@jessefelder) September 11, 2019 Hedge funds have moved toward defense and lowered overall exposure … Read more
by FS As markets flirt with fears of a recession, many point to the recent yield curve inversion as a telling sign that recession is imminent. Financial Sense Insider spoke with … Read more
By Robert Ross August 14 was the worst day of the year for stocks. The Dow Jones Industrial Average plunged 800 points in a single day. The stock market plunged … Read more
by mark000 via CNBC: Key Points 1.Global interest rates are negative because the world economy is heading toward a synchronized recession. 2.Transportation, banking and small-cap stocks, the last of which are … Read more
via Otavio (Tavi) Costa: 3vs7s just turned negative for the first time in the history of this spread. How long can stocks ignore the abundance of macro imbalances? At some point … Read more
The main part of the yield curve inverted once again on Thursday as the yield on the benchmark 10-year Treasury note traded under that of the 2-year note, the third time the … Read more
by Tom McClellan The whole media world is abuzz lately with talk of the inversion in the yield curve, and what it means for a potential recession. The track record is … Read more
by Michael Kahn My favorite meme following last week’s yield curve inversion was captioned, “I survived the yield curve inversion.” My favorite tweet (from @jfahmy) was, “The next Jobs Report … Read more
The main part of the yield curve inverted once again Thursday as the yield on the benchmark 10-year Treasury note traded under that of the 2-year note, the third time the recession … Read more
Richly priced growth stocks are an asset bubble. Leadership is narrowing. The Fed can’t save the day because it already created the imbalance. Now it’s behind the curve. tdameritradenetwork.com/video/rB4AoWyFHyOBbJrzrM0FkA After … Read more
via Otavio (Tavi) Costa: We are entering a period of monetary policy lunacy. The rising Gold-to-S&P 500 ratio is the most compelling macro development of late. Yield curve inversions everywhere. … Read more
From Birch Gold Group On the morning of August 14, the yield curve between 2-year and 10-year treasuries inverted. The Fed swept this type of curve “under the rug” last year in favor of a version that … Read more
via upfina: The yield curve has become a hot topic again in the financial press because the most widely followed 10-2 spread finally inverted. There is too much analysis that just … Read more