After three years of consolidation, energy stocks seem poised for a major breakout in my view. Yet another case of excessive skepticism likely turning into opportunity. pic.twitter.com/XruGHUYix8 — Otavio (Tavi) Costa (@TaviCosta) April 1, 2025
Traders build largest short position on Emerging Market Dollar Bonds in more than a decade pic.twitter.com/U9o9M39LYF — Win Smart, CFA (@WinfieldSmart) April 10, 2024 The recent financial tremors emanating from China have sent shockwaves through global markets. Traders are exhibiting unprecedented caution, as evidenced by the largest short position on Emerging Market Dollar Bonds in …
The USA is currently experiencing the longest and steepest yield curve inversion in recorded history between the 10-year Treasury Note and 3-month Treasury Bill. Historical data shows that such inversions have preceded economic recessions. The prolonged inversion is seen as “smart money” signaling skepticism about the Federal Reserve’s narrative on inflation. This skepticism raises questions …