Newsclips
Cartoons
October 5, 2018
h/t @KeithMcCullough
h/t @KeithMcCullough
U.S. 10-year notes have struggled to continue bearish breakouts from ultra-tight trading ranges. A drive to higher yields requires inflation expectations leaving behind their well-anchored condition.
We take a closer look at policy searches and their effects on global equity markets. What sounds at first like an all-clear for risk markets is actually bearish for global equities and some high-performing sectors in the U.S.
Today's topics include rising yields, Chinese bond sales, emerging market stocks, Powell's comments on the neutral rate, the midterm elections and stocks, earnings, a preview of the payroll report and market cycles.
Only 58% of S&P 500 companies have positive net worth based on tangible assets.
A breakdown of negative-yielding sovereign and corporate debt
The fed funds futures market is fairly certain of a hike in December. After that the picture becomes less clear.
Chatter about Treasury yields picked up quickly on financial TV channels as 10-year yields crossed 3%. However, pundits were also very quick to move on to other topics.
The U.S. is closing in on Russia as the world's top crude oil producer.
Inflows into health care ETFs have rebounded over the past several weeks.
The following charts update the latest on the midterm elections and the Kavanaugh confirmation.