The commonality to currency markets is the battle lines are drawn between non USD pair prices sitting on massive and solid supports while USD, as in DXY, USD/JPY, USD/CHF and...
How quickly and deeply will economic growth slow? That’s the critical question, but the future being the future the answer is unclear. What we do know is that headwinds are...
The yield curve inversion—when yield on the 2-year Treasury note exceeds that on the 10-year note—is normally considered a sign that recession is coming. But this time,...
This post was first published at TopDown Charts The second quarter will undoubtedly feature an acceleration in the trend of higher central bank policy rates The US Federal...
The yield curve plots the current yield of a range of government notes and bonds in the “primary market.” The worldwide bond market – including private and government debt —...
US futures rally for fourth day Cyclicals outperform Oil price fluctuates Key EventsEarly Tuesday, a selloff in oil ahead of today's ceasefire talks between Russia and Ukraine in...
The odds of a US economic contraction in the immediate future remain low, but blowback from the Ukraine war and elevated inflation risk could quickly change the calculus. Data...
The yield curve on US Treasuries is flattening, and on Monday, yield on the 5-year was higher at one point, 2.64%, than on the 30-year bond at 2.57%. This inversion is not the most...
China’s COVID-19 lockdown of Shanghai saw oil prices slump overnight, as investors fretted about more sweeping containment measures, which would negatively impact China's...
Likely faster Fed tightening pressures bonds Increased Chinese social restrictions Global supply crunch Key EventsFutures on the Dow Jones, S&P 500, NASDAQ 100 and Russell 2000...
We need another Volcker Shock Raise as inflation is picking up again.
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No amount of rate hikes can or will stop this. Inflation is a monetary phenomenon and can only be stopped by reducing the M4 money supply
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sell
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Why would any buy long term bonds? You can always pivot out of the 3 Month if need be. Paging SVB…
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The pivot is dead. With China using Yuan for trade those dollars formerly used for that trade will flood back to America and via P = (M*V)/Y where P is Aggregate Price, M is Money Supply Level, V is Velociy of M and non-linearly related to M, and Y s GNP causing massive inflation.