Be a voice, not an echo.
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
S&P 500 real earnings yield continuing to fall; now at lowest since October 2008 pic.twitter.com/taLqAzLipH — Liz Ann Sonders (@LizAnnSonders) April 6, 2021 Traders are unloading their massive short positions
by confoundedinterest17 Financial markets are topsy-turfy after the Covid panademic struck. The Federal Reserve rode to the rescue and increased their balance sheet by $3.5 trillion in just 13 months (white
by mark000 www.japantimes.co.jp/news/2021/03/04/business/financial-markets/bonds-stock-japanese-economy-global-economy-u-s-treasuries/ [March 4] Japanese funds sold a record $34 billion of foreign bonds in the two weeks ended Feb. 26 as the nation’s fiscal year-end [on 31] March approaches —
by confoundedinterest17 Markets are a sea of red, while the Treasury curve continues to steepen. The Fed continues to print money despite historic low money velocity. Aka, walking dead … money.
by GabenFanClub As I see it: 1) The yield is already starting to become attractive major foreign buyers. Japanese institutions are the biggest foreign buyers and are continuing to add
by Michael Markowski The chart below which covers the yields for US 10 year and 30-year Treasury bonds from January 1940 to March 2021, was pulled from a March 4, 2021 Elliot
by confoundedinterest17 The Biden Effect is unlike the Butterfly Effect. More like the Mothra/Godzilla Effect. Oil prices and the 10-year Treasury yield have risen since Ol’ Joe took office. Check out the
by confoundedinterest17 Gold and silver rose on Monday morning while cryptocurrencies Bitcoin and Ethereum fell. Cryptocurrencies (top 5) have exceeded $1 trillion. To be sure, big taxes on cryptocurrencies are on
By Robert Ross For about a week last month, the yield curve inverted for the first time since July 2006. Prior to that, this happened in July 2000 and April
via @TaviCosta: These rates tend to converge as we approach the end of economic cycles. Just like the tech & housing bubble peaks! Classic head-and-shoulders pattern. Look out. New video &
Gold implied vol now at all-time lows! Meanwhile: Near 50% of US yield curve inverted. Stocks near record overvalued.Record margins.Longest bull market ever.Outrageously bullish sentiment.Fed flipped dovish.Record global debt/GDP. Nothing
by confoundedinterest17 To listen to some talking heads, everything is beautiful. But according to the bond market, everything is not beautiful. In fact, there is concern about global economic growth and financial
via Zerohedge: On Friday, we reported that in Japan’s just concluded latest fiscal year, the Bank of Japan bought a record 5.65 trillion yen worth of stocks. Specifically, with the
via @TaviCosta: Liquidity is not the driver of this everything rally. Hope is. Not even massive global QE can prevent asset bubbles from bursting. See 2007-8 scenario below. Crescat new video