For those who say U.S. bonds are just discounting higher growth and so booolish risk assets let's provide some risk premium perspective. Are Japan, UK, and EU discounting higher growth or nah? pic.twitter.com/y9GByOcluV
— Andy Constan (@dampedspring) January 8, 2025
UK imploding again
*UK 30Y INFLATION-LINKED RATE AT 2%, FIRST TIME SINCE '22 CRISIS
*UK 10-YEAR BOND YIELD UP 1BP TO 4.70%, HIGHEST SINCE OCT. 2023
Pound Leads Group-of-10 Losses Versus Dollar as Gilt Yields Rise— zerohedge (@zerohedge) January 8, 2025
Peter Schiff: The JGB 10 Year Yield is now 1.18%. That may not seem high, but the direction is more important than the level. Once the yield rises above 2%, which I think it will do this year, the yield can quickly double to 4%. Such a move will wreak havoc in global bonds and risk assets.
The JGB 10 Year Yield is now 1.18%. That may not seem high, but the direction is more important than the level. Once the yield rises above 2%, which I think it will do this year, the yield can quickly double to 4%. Such a move will wreak havoc in global bonds and risk assets. pic.twitter.com/rK1svkYoFW
— Peter Schiff (@PeterSchiff) January 8, 2025
UK 30-yr up another eight bps, ascending triangle is broken..next stop 5.6%? pic.twitter.com/DMI7IPXbjK
— Michael J. Kramer (@MichaelMOTTCM) January 8, 2025
Japanese $Yen Market Top Indicator: Just when you though you were done with the bearish correlations, there's another to get a handle on:
"Wait what?" you ask…Well, since 1980, secular bottoms in the value of the Yen to the Dollar have preceded major SPX selloffs (Gulf War… pic.twitter.com/G8tskiUZTv
— ShitMyChartSays (@ShitMyChartSays) January 8, 2025
BREAKING NEWS
CHINA’S CENTRAL BANK EXPANDED ITS GOLD RESERVES FOR A SECOND MONTH IN DECEMBER
China continues to stockpile.
— Gold Telegraph ⚡ (@GoldTelegraph_) January 7, 2025
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