After a prolonged period of tight spreads and a downward trend, the high-yield spread has finally broken out.
This is another critical chart sending an important message, further reinforcing a risk-off stance. pic.twitter.com/WJpDk7A4yx
— Guilherme Tavares (@i3_invest) March 31, 2025
Excellent interview.
The recent drop in rates could be temporary once tariffs are implemented.
They could reduce the number of international buyers of treasuries thus pushing yields higher.
Give a listen: pic.twitter.com/58cf62POoK
— QE Infinity (@StealthQE4) March 31, 2025
🚨 Stagflation Is Here – Why the Fed Can’t Save the Markets
Stagflation is wreaking havoc on the markets, and the Fed is stuck. Inflation demands higher rates, but a weakening economy calls for cuts. So what will the Fed do? Likely nothing – and that’s a disaster for both the… pic.twitter.com/jsESseGfGz
— Peter Schiff (@PeterSchiff) March 31, 2025
Excellent read: pic.twitter.com/hAhp7Nu5K6
— QE Infinity (@StealthQE4) March 31, 2025
feels like April 2nd is getting priced in
at the same time, if April 2nd is truly worse than what people think…is it actually priced in
market is running into financials, defensives, and $AAPL Apple for safety
as wild as it sounds to put all this focus on one day, April 2nd… pic.twitter.com/9SNZLBdbt2
— amit (@amitisinvesting) March 31, 2025