Don’t Be Misled By The Low US Unemployment Rate, It Goes Low Just Prior To A Recession (Treasury Curve Remains Deeply Inverted, Mortgage Rates Rise)

by confoundedinterest17 Biden’s State of the Union address saw him bragging about his record job creation (actually, it was the private sector, not Biden than created jobs) and historic unemployment rate. What Biden didn’t mention (along with not discussing the porous …

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China leads the economic cycle: China data shows levelling off, but yields are catching up with prior slide … and there is a shortage of ‘safe’ assets

Bond markets on track…yield drop about weak #China economy, not delta variant. See China 1-year yields and economic momentum index @johnauthers @rbrtrmstrng @gnoble79 @ttmygh @RealVision pic.twitter.com/KmtycfRfOy — CrossBorder Capital/ GLIndexes (@crossbordercap) July 20, 2021 china large cap ETF vs SPY …

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Stocks as a percentage of household financial assets just hit a record high. Prior peaks have come before dreadful bear markets.

https://twitter.com/UPFINAcom/status/1405677266332434435 You want to know how it looks like a 💣TICKING BOND💣? US high-yield corporate bonds' real yield turned negative. @SaxoStrats @saxomarketcall @saxobank pic.twitter.com/T9M1F2qSGa — Althea Spinozzi (@Altheaspinozzi) June 17, 2021 In summary, the prospect of a rate hike two …

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