Newsclips
The 10-Year Note Goes Streaking
October 3, 2022
10-year yields are up nine straight weeks, the longest such streak in over 28 years. History shows this type of rise in yields typically proves detrimental for the stock market.
10-year yields are up nine straight weeks, the longest such streak in over 28 years. History shows this type of rise in yields typically proves detrimental for the stock market.
The losses in the stock and bond markets have rarely been matched on a historical basis. The dollar's rise continues to hurt foreign exporters.
Today's topics include what might spark the breakage, profiting in 2022, looking at the short end, in for a penny, dollar rally reaction, the new inflationary world, a US recession in EM, food prices still rising, and retail investors & alternatives
The latest data shows Democrats have a polling lead over Republicans in the generic ballot. The Senate is favored to stay in Democrat control while the House is expected to flip to Republican control. The prediction market patterns suggest bettors are open to the idea that Republicans are being undercounted in the polls.
Today's topics include dealing with the dollar, are the euro & pound still overvalued?, cash is king once again, the accounting behind pension shortfalls, macro hedge funds having decent year, the FTSE & the dollar, and the labor market
Today's topics include the dollar: our currency - your problem, US labor market, the Fed must destroy wealth, inflation & deficits, historical attractiveness fails, the inflation problem, on the long end, the bond market inflection point, and the changing work week
The bond market suffers from high volatility, illiquidity, stress, and record losses. These problems are spilling over into the currency and stock markets.
Today's topics include hike until something breaks, the BOE blinks before qt even starts, a volatility vortex in treasuries?, more treasury buyers, hosting Fedtalk, fed hikes are limiting PBOC's ability to ease, home prices begin to fall, consumer sentiment, and rumors Yellen may be replaced