by confoundedinterest17 No, not the Klaus von Bulow type of “reversal of fortune” (when he killed his wife). I am talking about a reversal in fortune for America. Let’s look at the 10Y-2Y Treasury curve. It typically falls below 0 …
by confoundedinterest17 Yes, The Federal Reserve could have raised their target rate at their January meeting, but chose not to raise rates. Instead, Chairman Powell said that rate increases are a comin’! I hope Powell wasn’t hoping for a slowdown …
Factory activity in the Philadelphia area rebounded as demand strengthened in January after a sharp slowdown in the previous month, according to a survey from the Federal Reserve Bank of Philadelphia released Thursday. Inflationary expectations of manufacturers, however, jumped to …
by confoundedinterest17 Treasury Secretary Janet Yellen is having trouble with the curve (yield curve, that is). It keeps inching up, meaning that Treasury’s cost of debt financing is inching up too. As Treasury yields keep rising, so does the problem …
https://twitter.com/DrEliDavid/status/1481710222494388229
Governments spent astronomical sums in the past 2 years, all with the ultimate goal of “flattening the curve.” But none of it went to increasing hospital capacity, and they’re still trying to flatten the curve with destructive and ineffective measures. …
https://twitter.com/NorthmanTrader/status/1479457583966609411
https://twitter.com/NorthmanTrader/status/1479078595033247752 https://twitter.com/PriapusIQ/status/1479075487091732481
Source: https://www.worldometers.info/coronavirus/country/us/ or google “usa covid cases” h/t Segundaleydenewtonnn
by confoundedinterest17 It has been almost a year since Joe Biden has been President of the United States and a Democrat majority took control of The House and Senate. And what has happened to the US Treasury yield curve slope …
by confoundedinterest17 Its Thanksgiving in the USA! Confession: I don’t like turkey. Prime rib with horseradish sauce? You bet!! Anyway, Treasuries ended mixed Wednesday with the yield curve sharply flatter after a raft of U.S. economic data and minutes of …
Howe Street, Released on 11/12/21 Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.
🇺🇸 Recession Is a recession on the horizon in the US, as the yield curve is flattening?👉 https://t.co/m11iBkSWhc h/t @GoldmanSachs #markets #yieldcurve #yields #yield#treasuries #bonds #bondmarket #recession #investing pic.twitter.com/BOEUUSKfTw — ISABELNET (@ISABELNET_SA) November 4, 2021 #recession … China $USD #Liquidity …
by The Phoenix Inflation is ROARING. Five year breakevens, which is a key inflation measure, just hit a new all-time high of 3.0% (started in 2002). Inflation expectations running out to five years are now higher than at any point in …
Authored by Charles Hugh Smith via OfTwoMinds blog, When the wreck is recovered, witnesses will wonder why they took such heedless, foolish risks. You’re in the back seat wedged between tipsy revelers, the driver is drunk and heading into Deadman’s …
by confoundedinterest17 I remember my academic colleague at The Ohio State University (now at Notre Dame), Paul Schultz saying “Why do you find fixed-income and the yield curve interesting?” I have always found the yield curve to be interesting … …
by confoundedinterest17 I have no idea why Jack Dorsey tweeted “705742.” But I do know that Bitcoin hit 63,982.92 this morning as the US 10Y-3M curve has been steepening. Since the 3-month Treasury yield has been repressed to near zero, the …
by confoundedinterest17 The US Treasury yield curve has flattened to almost pre-Covid levels, signalling fear of inflation. And given our bottlenecked economy that The Fed and Federal government seem not to understand (or care), the flattening signals a wild ride …
by Chris Black Everyone with a mortgage in Australia should stop paying. That is how you end this. Stop paying taxes, stop paying your mortgage. Kill the banks and you win your freedom. https://rumble.com/vna7jj-grocery-shoppers-under-attack-in-suburban-melbourne-australia.html https://rumble.com/vna7oj-australian-chanting-freedom-australians-are-fighting-back.html I saw a video where …
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 …
by confoundedinterest17 At the annual Jackson Hole (aka, J-Hole) Economic Symposium, Federal Reserve Chairman Jerome Powell reiterated that the Fed is in no hurry to either taper asset purchases immediately or aggressively. Additionally he made crystal clear that even when the Fed does …
Wall St. For Main St., Released on 8/26/21 Here’s proof that covert yield curve control was already done by the Fed: The amount of 10 year and 20 year US Treasury bonds owned by the Fed has already increased from …
Fox Business, Released on 8/24/21 Danielle DiMartino Booth spent nine years as an advisor to Richard W. Fisher at the Federal Reserve Bank of Dallas. Danielle left the Fed in 2015 to found Money Strong, LLC, an economic consulting firm …
Can #QE really rescue the World? The powerful Bullard curve warns that Japanification is the result when ultra low interest rates are used. They encourage us to pile on debt!! #inflation may prove only a temporary blip @rbrtrmstrng @RealVision @ttmygh …
by confoundedinterest17 Normally, we see the US Treasury yield curve slope rise dramatically after a recession. Except for after the shortest recession (2 months) in US history. Why? With the Covid outbreak in early 2020, The Fed chose to repress interest …
by confoundedinterest17 Yes, it is one day after Fed officials boosted the rate on its overnight reverse repurchase agreement facility by 5 basis points to 0.05% and decided to lift the interest paid on excess reserves by 5 basis points to 0.15%. …
The Fed just imploded the cyclical bubble. Peak asset values means peak credit expansion. Peak reflation. pic.twitter.com/gMSsbidB8o — Mac10 (@SuburbanDrone) June 17, 2021 Good lord, the yield curve keeps going. pic.twitter.com/pirLzmWjQY — Brian Chappatta (@BChappatta) June 17, 2021 The Fed …
On Thursday the NY Fed issued a press release updating their bond buying policy for US Treasuries. Read the PR here: BRIEF-NY Fed Issues Statement Regarding Treasury Securities Operations https://www.msn.com/en-us/money/markets/brief-ny-fed-issues-statement-regarding-treasury-securities-operations/ar-BB1gHM8z It seems the Fed will not be “modestly” reducing its …
by Chris Vermeulen of The Technical Traders We recently completed some interesting research related to one of our newest Custom Indexes – the Commodities to Smart Cash Index (C2SC Heat Index) – weighted by the US Dollar and VIX. We’ve been reviewing this …
They dont even get the sarcasm anymore. All the thumbs up they are giving them hahaha. h/t Zcat