Independent thinking for complex markets and current events
Synchronised . Does the tail wag the dog ?or dog the tail ? What say you ? pic.twitter.com/bIjuq7Jn1Q — The Great Martis (@great_martis) July 1, 2024 10-Yr ~4.5% At what level do yields begin to impact stock performance? Since 2022, it has not been a specific level. Rather, when yields move to the 80th %tile …
Yields eventually will rip higher due to issuance not inflation — QE Infinity (@StealthQE4) June 14, 2024 BOSTON (Reuters) – U.S. bond market participants are worried market liquidity will keep deteriorating as the U.S. Treasury continues to issue large amounts of debt to back deficit spending while dealers struggle to keep up with the ballooning …
Rising government bond yields in Japan usually correlates with lower USD/JPY exchange rate. It should also put a selling pressure on long-term US government bonds as Japanese bonds become more attractive and Japan own $1.2 trillion US bonds. Source: Apollo pic.twitter.com/gpdwPLMowL — Global Markets Investor (@GlobalMktObserv) June 2, 2024 Spiking Interest Payments on the Ballooning …
"Commercial Real Estate Bust Hits Europe"Jeff snider. Whilst … European yields look set to explode . 🍿🍿🍿🍿🍿🍿🍿 pic.twitter.com/1EreY4DEuv — The Great Martis (@great_martis) June 1, 2024
Yields moving higher quickly today are a reminder that interest expense is skyrocketing at a terrifying pace because rates started moving up with ever-rising debt levels over the last two years, after being suppressed by low Fed Funds rates and QE policies in the years prior. pic.twitter.com/mxEMpkotTb — David Sommers (@dgsommersmkts) May 28, 2024 The …
Correct. Bond vigilantes notice consumer inflation expectations rising. Fed handcuffed pic.twitter.com/xSGblzdW59 — Jim Benson (@JimDBenson) May 10, 2024 Yields setting up for an EPIC week ✍️📖 CPI AND PPI , hot 🔥 numbers would unleash carnage across the board . Below depicts readiness . Vigilance required . ⚠️ pic.twitter.com/KINLcqCAEt — The Great Martis (@great_martis) May …
via SCHIFFGOLD The wizards at the Fed and US Treasury have been forced to acknowledge that their “transitory,” inflation is, in fact, quite “sticky.” And with the inflation elephant now acknowledged by the circus of high finance, Treasury yields keep inching up, recently reaching 4.7% — the highest since November. The Fed is stuck: It needs to raise interest rates to tame inflation …
by betsharks0 In this case, the interest rates on 10-year bonds higher than s&p It could suggest that people are becoming less worried about the immediate future compared to the long-term outlook. IN RECESSION Scenario: If the yield curve is normalizing during a recession, might be due to the belief that the worst of the …
by confoundedinterest17 President Obama selected Slow Joe Biden as his Vice President because 1) he was white and 2) an alleged foreign policy wizard in The Senate. Between Afghanistan, Ukraine, Israel, Taiwan and every other foreign policy disaster under his leadership, I am beginning to doubt Biden’s foreign policy acumen. For example … For the 9th …
Gold’s surge against inflation forecasts a looming market upheaval as IMF warns of global spillovers from escalating U.S. debt levels. With yields climbing and Powell signaling prolonged rate hikes, the Fed faces a daunting task amid inflationary pressures and fiscal dominance. #Gold is breaking out versus #Inflation – A big shock is likely to be …
by Euro347 Bank of Japan has been saying they are keeping an eye on the Yen. And the yen keeps getting weaker, currently at 154 to the Dollar and going higher by the day. Bank of Japan is the single biggest holder of US treasuries. About a Trillion+ Dollars worth. If they want to save …
via naturalnews Got irritable bowels? You may want to know that science proves that populations consuming higher levels of pesticides also experience a higher rate of irritable bowel syndrome (IBS), according to an in-depth study published in Environmental Toxicology and Pharmacology. Yes, over 18,000 cases of IBS were studied to obtain these results. How many …
Make America affordable again … Has your income gone up more than 40% since 2019? pic.twitter.com/5AYZP26oER — Wall Street Mav (@WallStreetMav) April 8, 2024 US 10-year inflation-adjusted yields are at the highest levels of 2024. pic.twitter.com/Z0LeH1PAFJ — Lisa Abramowicz (@lisaabramowicz1) April 8, 2024 Grandma Yellen’s recent claim that inflation will continue to decline might sound …
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A reminder that an unprecedented $8.2T of Treasuries will be maturing in 2024. More importantly: If yields continue to fall, given the recent criticism for not issuing enough long-term Treasuries at historically low interest rates, Janet Yellen might face significant political… pic.twitter.com/eudnTHfYTi — Otavio (Tavi) Costa (@TaviCosta) December 31, 2023 Currencies are the heartbeat of …
looks like another glitch, bloomberg terminal data not showing the move https://t.co/k3JG8OkFVX — Roberto Rios (@peruvian_bull) January 2, 2024
BofA’s latest survey signals a worrying trend as 76% believe the hiking cycle is over, 80% expect lower short rates, and a record 61% foresee lower yields. Investors are shifting to bonds at the highest rate since 2009. Notably, the big change isn’t just the macro outlook, but the widespread expectation of lower inflation and …
by j_stars The Japanese yen is poised to break out against other major currencies, as bond yields in Japan are set to surge. This could reduce the financing of US markets by Japanese investors, and put downward pressure on the dollar. Fed Repo Facility Sinks Below $1 Trillion as Bills Stand Out (Bloomberg) — The …
by confoundedinterest17 Appartently, Joe Biden and fellow big spenders in Washington DC, Mordor on The Potomac, don’t care about fiscal discipline. With seemingly endless spending of wars (Ukraine, Israel, Taiwan and the invasion at our southern border, and inane “green” spending, Janet Yellen and the US Treasury will be auctioning off $776 billion of debt in the …
First comes the shock to T-Bill yields, then comes the shock to jobless claims. pic.twitter.com/DWIf9dN7S6 — Jeff Weniger (@JeffWeniger) November 1, 2023 This is THE US tightest monetary policy seen since the 1980s Something is bound to break pic.twitter.com/vbr6Y44x3r — Bravos Research (@bravosresearch) November 1, 2023 S&P 500 closed just under the 200D moving average. …
Stock Buybacks around the world have plunged to a 7-year low pic.twitter.com/QZzDD97Jwt — Barchart (@Barchart) November 1, 2023 With the rapid rise in yields since the federal reserve's last meeting, they are unlikely to change their policy stance given the rise in yields "naturally" tightens the economy. Goldman has estimated that the recent rise in …
It seems likes short term bond are being oversold, maybe in favor for longer ones since a recession might trigger Fed rates to drop, causing a consistent increase in value for longer durations. Of course this might not happen or I might just be wrong, so take it with a grain of salt. h/t …
The soaring US budget deficit, which surged to $2 trillion for the fiscal year ending in September, growing twice as fast as the economy itself, exemplifies the reasons behind the 5% yield rates. This deficit spike is primarily attributed to falling revenues, alongside increased spending on debt servicing, Social Security, and Medicare. The US government …
$MSFT costume IV indicator Hedging activity has risen as yields continue to climb.. all big tech look the same. Also Netflix before earnings and then popped higher +15%. 🧐 Microsoft on Tuesday after the close with google. If earnings are good many will get fucked. Few. pic.twitter.com/vjTJpG9rTf — Alessio (@AlessioTMAD) October 22, 2023 BofA turns …
Consumers are about to feel the impact of soaring bond yields, Blackstone president Johnathan Gray told the FT. The yield on the 10-year US Treasury continued to rise on Thursday, edging closer to 5%. Higher bond yields are raising borrowing costs all over the economy, from mortgages to personal loans. American consumers are about to feel …
by confoundedinterest17 Its the Biden Bop! As Bidenomics continues its blitzkrieg on the US economy with the Federal government massively expanding its debt while households and business cut back on debt. The US government is the only sector to have notably borrowed on a net basis over the last five years. The market sees that as inflationary, …
If these problems in major economies collide, it could spell global financial disaster soon, and it feels like we need some urgent solutions, but we’re not getting them. On top of that, the recent Treasury bond auction didn’t go so well, which adds to worries about the U.S. debt piling up and how Wall Street …
by DesmondMilesDant Source : U.S. banks need TARP 2.0: A trapped asset relief program | American Banker NAHB (National Association of Homebuilders), MBA, and NAR (National Association of Realtors) demands Jerome Powell to stop raising rates (freerepublic.com) P.s. They could also be trading like liberty bonds and getting bid in this geopolitical risk.
