The 10-YR US Treasury yield moved from 1.88% in January to 0.66% today. Here is the history of big quarterly changes in rates and the performance of the S&P 500. @SoberLook, @BradHuston pic.twitter.com/TTfdJemYbf
— David Schassler (@schassler) March 6, 2020
.@elerianm warned not to buy the initial #coronavirus market dip. Here is what he had to say this morning on the ongoing fight between technicals and fundamentals: pic.twitter.com/U6i4FsKPHt
— Squawk Box (@SquawkCNBC) March 6, 2020
The credit market's fear gauge is surging the most since 2011 on #coronavirus concerns t.co/eSGE5qtnbp via @markets pic.twitter.com/P5W13ivNGB
— Andrew Barden (@abarden) March 6, 2020
Investors haven't heard "circuit breakers" for a while. I suspect they may shortly. A reminder of NYSE levels:
-7% anytime before 3:25 – 15 minute halt
-13% anytime before 3:25 – another 15 minute halt
-20% any point in the day. Trading day is over. pic.twitter.com/L4NQp2rYVB
— John P. Hussman (@hussmanjp) March 5, 2020
#recession … US #HighYield #Bonds edition$HYG $JNK 📉 t.co/C5GQxR5FvX
— Invariant Perspective (@InvariantPersp1) March 6, 2020
For everyone who’s under 700 years old, this is exactly what trading through the Sovereign Debt crisis of 1345 felt like.t.co/HomOhWSXnj
— Jamie Catherwood (@jfc_3_) March 6, 2020
The Fed wasted that all important fire power last year.
On fighting a trade war that was not theirs and inflating assets. Now they are hamstrung w/very LITTLE ammo.t.co/2niu8uVOCC— FreeMarkets-TQN-👑 (@TechQn) March 6, 2020
Federal Reserve – what a difference a month can make!
It used to be that the #Fed's policy rate were going to bottom at ~1.2%. Now the bottom is 0.18%(!). $USD. pic.twitter.com/IfWoOsrFCt
— Martin Enlund 🦆🚁 (@enlundm) March 6, 2020
(Bloomberg) — Investors withdrew $12.2 billion from U.S. funds that buy corporate bonds and loans, the biggest weekly total in at least a decade.
— Gregory Mannarino (@GregMannarino) March 6, 2020
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