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How can we justify a 10-year Treasury yield of 1.5% with inflation running well over 5%? The answer: producer inflation running even hotter. When producers can't pass inflation to consumers,
h/t the_tourniquet
by confoundedinterest17 Treasury Secretary Janet “Go big or go home” Yellen is beating the hysteria drum by saying that the US faces a recession if Congress doesn’t increase the debt ceiling.
by confoundedinterest17 The stock market mildly rebounded from yesterday’s mild correction, but a glaring problem remains: S&P 500 real earning yields are negative. With all the Federal government fiscal stimulus
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 confoundedinterest17 Well, I was expecting a little more guidance than Fed Chair Powell gave today at the J-Hole conference. In fact, failing to give a hard date on paring
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
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
by confoundedinterest17 Its just another Manic Monday in both bond and equity markets. (Bloomberg) — Surging Treasuries drove the yield on the 10-year note below 1.2% for the first time since February as
by confoundedinterest17 Not only is the 30-year mortgage rate in negative REAL territory, but the BofA BB High Yield Corporate Bond index REAL yield is negative too. What do you expect
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.
by confoundedinterest17 People get ready … mortgage rates will rise. The 10-year Treasury Note yield rose after The Fed announced that they aren’t going do much until 2023, but rates rose anyway.
QE being QE. 3 month yield has not heard about coming inflation. pic.twitter.com/4bm6UEk6is — Market Musings (@AndysCycles) May 23, 2021 Central banks balance sheet vs GDP. "Everything is fine,
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 www.msn.com/en-us/money/markets/brief-ny-fed-issues-statement-regarding-treasury-securities-operations/ar-BB1gHM8z
by Michael Lebowitz Noah didn’t yield to FOMO, neither should you. “In the beginning, God created the heavens and the earth” reads the first sentence of the bible. Later in
by confoundedinterest17 Today’s 3-month Treasury auction revealed an even lower 3M high yield rate than the previous auction. The 3M high yield was 0.015%. The ultra-low yield comes after The Fed
www.statista.com/statistics/247565/monthly-average-10-year-us-treasury-note-yield-2012-2013/ Mainstream consensus is 1.9% (if not 2.2%!) My own belief is sub-zero in August or Q4. In 1990 a multi-year downtrend began, ending in 1993. Also 2000 – 2003
by confoundedinterest17 Treasury managed to sell $24 BILLION in 30 year Treasury bonds. The high yield rate was 2.32%. The result? The 30Y-2Y Treasury slope declined along the the 10Y-2Y
TradersChoice.net, Released on 4/8/21 Gregory Mannarino started his career working for the securities and trading arm of the now defunct Bear Stearns before the dot-com bubble. After realizing that working on