A hub for independent voices and signals
by confoundedinterest17 Yes, Bidenomics is an FDR-type massive expansion of government into the private sectors requiring massive Federal spending … and inflation. Except that it beenfits anything BIG and powerful to the detriment of the small and weak. (Bloomberg) Friday’s …
Assets in money market funds have hit a record $5.5 trillion. With yields above 5%, this trend should continue. pic.twitter.com/gpRrtgBjoL — Charlie Bilello (@charliebilello) August 3, 2023 Bear Stearns Collapse March 16, 2008Lehman Brothers Collapse September 15, 2008 Silicon Valley …
https://t.co/L7Cj8NMaIm — Win Smart, CFA (@WinfieldSmart) August 3, 2023 Good Morning Everyone! Billionaire hedge fund manager Bill Ackman is making a bold move! He's shorting 30-year Treasury bills using options, and he predicts yields could skyrocket to 5.5% 'soon'. His …
Otavio (Tavi) Costa: “Corporate bonds now yield only 0.12% above the Fed Funds rate. The lowest level since 2007, preceding the Global Financial Crisis. Every time credit spreads were at historically suppressed levels, a hard-landing scenario followed. Perhaps this time …
by InternationalTop2405 The 10Y treasury was introduced in 1968
by confoundedinterest17 Will this be the last time for a Fed rate hike? Today, The Fed raised their target rate to 5.50%, up 525 basis points from 0.25% on 3/15/2022. That is one big rise in rates over a short …
by confoundedinterest17 I have never seen anything like this. The US Treasury 10Y-2Y yield curve is deep in inversion and has had a negative slope for 265 straight days. Bidenomics is born under a bad sign! On the commodities front, heating …
An inverted yield curve systematically leads to a higher unemployment This time is not different pic.twitter.com/nynrlZ2eAZ — Bravos Research (@bravosresearch) July 20, 2023 Charts picturing the blow through of pandemic consumer savings are a fun way to view data But …
by confoundedinterest17 I am anxiously waiting for the US inflation report tomorrow, so I am just looking at the US Treasury yield curve, mortgage rates and cryptos today. The US Treasury 10Y-2Y yield curve stumbled (just like Biden and Bidenomics) …
by confoundedinterest17 The Federal Reserve is printin’ the night away! Yes, as The Fed printin’ the night away, the US Treasury yield curve (10Y-2Y) is still inverted, but at -86.616 basis points. The 2 year US Treasury yield is down …
2-year Treasury yield hits 16-year high after ADP jobs data shatters expectations The 2-year U.S. Treasury yield reached a level not seen in 16 years on Thursday as investors absorbed strong jobs data that could mean further tightening from the …
by AC Folks, homes are not selling right now.. we had an ok q1 and up to 4 weeks ago things were selling. In most areas I cover we might sell 1-3 homes a week, normally 20+ 10 year yield …
(Reuters) – A widely watched section of the U.S. Treasury yield curve hit its deepest inversion on Monday since the high inflation era of Fed Chairman Paul Volcker, reflecting financial markets’ concerns that an extended Federal Reserve rate hiking cycle …
by confoundedinterest17 Yes, Resident Biden, our bumbling, corrupt “leader” said “We created more new jobs in two years than any president did in their entire term.” Of course, like almost everything that comes out of Biden’s mouth was a lie. …
Source: wolf street shit. the risk premium keeps widening up. mean revision will eventually occur — VISK (@KevinDu923534) June 29, 2023 h/t BoatSurfer600
“The German Yield Curve is the mot inverted its been in over 31 years. This may signal an impending recession. Also the German economy: -6.1% Inflation -Contraction in PMI from May to June -GDP forecasted to fall in Q2” Source: …
by BoatSurfer600 As rates rise and the economy slows, banks tighten their credit lending standards out of fear of higher loan losses. If the credit to the economy dries up more than anticipated, then the slowdown might accelerate. A credit-starved …
by confoundedinterest17 61% of Bloomberg terminal respondents (including me, by the way) see Fed hikes leading to recession. Bond traders are stepping up wagers that the Federal Reserve will steer the US economy into a recession. Policy-sensitive front-end Treasuries led …