BLOOMBERG: TRUMP TAX CUTS ARE WHY US BOND YIELDS AREN’T HIGHER The government’s fiscal policies amount to robbing Peter to pay Paul. — SOURCE: A. Gary Shilling, Bloomberg – “Tax Cuts Are Why U.S. Bond Yields Aren’t Higher” — The yield on the 10-year U.S. Treasury note yield has risen 49 basis points since the beginning […]
BLOOMBERG: TRUMP TAX CUTS ARE WHY US BOND YIELDS AREN’T HIGHER The government’s fiscal policies amount to robbing Peter to pay Paul. — SOURCE: A. Gary Shilling, Bloomberg – “Tax Cuts Are Why U.S. Bond Yields Aren’t Higher” — The yield on the 10-year U.S. Treasury note yield has risen 49 basis points since the beginning […]
HEDGE FUNDS PILE INTO TECH SHORTS – JUST AS NASDAQ HITS ALL TIME HIGH — SOURCE: 08-29-18 – “Hedge Funds Pile Into Tech Shorts Just As Nasdaq Hits All Time High” — One week ago we reported that even as the market hit fresh all time highs, the hedge fund community has had a(nother) terrible […]
THE DIVERGENCE OF THE S&P 500 & VIX HISTORICALLY HAS SPELLED MAJOR TROUBLE IStockphoto — SOURCE: 08-29-18 MarketWatch – “Why a trend divergence in the S&P 500 and the VIX may spell trouble for stocks” — The fear index is not behaving as it should. The S&P 500 and the Cboe volatility index — the […]
FED FUND FUTURES DON’T BELIEVE WHAT THE FED IS CURRENTLY “SPINNING” The Fed Funds target rate according to the FOMC members’ median ‘Dot Plot” is UP. The Fed Funds Futures market says down! The markets don’t believe what the Fed is currently “spinning”!
FED FUND FUTURES DON’T BELIEVE WHAT THE FED IS CURRENTLY “SPINNING” The Fed Funds target rate according to the FOMC members’ median ‘Dot Plot” is UP. The Fed Funds Futures market says down! The markets don’t believe what the Fed is currently “spinning”!
THE US$ IS REPLACING THE VIX AS THE NEW GLOBAL RISK MEASURE — CLIPPED FROM: 08-14-18 – “Forget About Turkey: Asia Is The Elephant In The Room” — Back in November 2016, the BIS picked up on a topic we have often discussed over the years, namely the critical role that dollar abundance (or shortage) plays […]
GOLD CHEAPEST RELATIVE TO STOCKS IN 11 YEARS – JUST PRIOR TO FINANCIAL CRISIS Chart Courtesy of ZeroHedge.com
GOLD: THE CHINESE HAVE CHANGED THE WAY THEY LOOK AT IT — SOURCE: 08-07-18 the MacroTourist – Kevin Muir – “Gold: Have The Chinese Changed The Way They Look At It?” — At the risk of alienating all my readers who view gold as a barbarous relic, I am chancing one more post to expand […]
RUBINO: FUTURES SPECULATORS NOW CLOSE TO BEING NET SHORT GOLD – A RARE EVENT! — SOURCE: 08-08-18 DollarCollapse.com – John Rubino – “Another Week, Another Improvement In Gold’s Prospects” — The past few months have added some cred to the “sell in May and go away” rule of thumb for precious metals, as gold’s price […]
