Browse Stacks: Business: Interest Rates

SPX and 10-year Note Prices - Weekly - 7.7.16.png
SPX and 10-year Note Prices - Weekly - 7.7.16.png
Dink
2
20170801_defl.jpg (1183×597)
20170801_defl.jpg (1183×597)
Is this, by any stretch of the imagination, the kind of economy in which the Federal Reserve should be tightening...
Tim Knight
3
20170706bund10y.png
20170706bund10y.png
The 10yr bund yield and the euro, on the other hand....
LZ8
20170706treasbund10yspread.png
20170706treasbund10yspread.png
Spread between UST 10yr yield and 10yr bund yield. Not seeing the claim that closing yield spread is bad for dollar
LZ8
1
20170627_odd3.jpg (963×486)
20170627_odd3.jpg (963×486)
Treasury versus Stocks
Tim Knight
20170618_ED1.jpg (967×484)
20170618_ED1.jpg (967×484)
While the last five weeks have seen $1.3 trillion of rate-hike bets have already been unwound - the most ever; the...
Tim Knight
2 may26.PNG
2 may26.PNG
Bullish?
SILVER SINGULARITY
2
Hedgefundnet10year.jpg
Hedgefundnet10year.jpg
Hedge fund net longs in 10-year note futures rise to highest in nearly a decade....they were very correct last time.
daButcher
DIVYcuts.jpg
DIVYcuts.jpg
76 US companies declared dividend cuts in March, increase of 41 firms fro...
daButcher
1
MCPost_Item_20170403_14341.jpg
MCPost_Item_20170403_14341.jpg
Price Moves vs Expected Moves (1-Day) in Commodity and Dollar-Sensitive ETFs
marketchameleon.com
20170317_IP1_0[1].jpg
20170317_IP1_0[1].jpg
Raise rates in may janet! perfect time!
SILVER SINGULARITY
3 mar15.PNG
3 mar15.PNG
Ok, so I can see two options: _ We are still extremely early in the recovery cycle (and the S&P is telling us t...
SILVER SINGULARITY
2 mar15.PNG
2 mar15.PNG
1 rate hike today is the very least the market has priced in @ this point, the FED, like in december, has no choice...
SILVER SINGULARITY
Treasury Yields: A Long-Term Perspective - dshort - Advisor Perspectives
Treasury Yields: A Long-Term Perspective - dshort - Advisor Pers...
Last year was a remarkable one for yields. The 10-year note hit its historic closing low of 1.37% in July and then...
Tim Knight
shiller PE.jpg (960×720)
shiller PE.jpg (960×720)
The best argument for avoiding US stocks is simple: valuation. Using the Shiller PE Ratio (price divided by a 10...
Tim Knight
2
20170302_march_0[1].jpg
20170302_march_0[1].jpg
90%???? So what happens if they don't raise rates in march???
SILVER SINGULARITY
3
1 mar2.PNG
1 mar2.PNG
Capitulation?
SILVER SINGULARITY
1 feb25.PNG
1 feb25.PNG
More to come
SILVER SINGULARITY
$UKT10Y.jpg
$UKT10Y.jpg
10 year UK treasury yield inverse H&S
Claws
1
SHNY.jpg
SHNY.jpg
Inverse H&S on a 2x silver miners ETF called $SHNY . The current direction on this one today is down. This is a da...
Claws
7 feb4.PNG
7 feb4.PNG
You can see that the global economy is much much weaker than during the last tightening cycle. No surprise there,...
SILVER SINGULARITY
6 feb4.PNG
6 feb4.PNG
This tightening cycle was different than in the past because the last easing cycle was different than in the past!
SILVER SINGULARITY
5 feb4.PNG
5 feb4.PNG
Seriously! Are you guys believing that shit show? Deception, delusion, I think that can be interpreted by what...
SILVER SINGULARITY
1 feb4.PNG
1 feb4.PNG
It may only be for political reasons but I doubt it is!
SILVER SINGULARITY
20170203_trumpflation1.jpg (961×508)
20170203_trumpflation1.jpg (961×508)
A bit of divergence here.
Tim Knight
1
3 feb3.PNG
3 feb3.PNG
HAHAHAHAHHAHAHAHA.....OMG! Jan 2018 numbers are now available: There is (in THEIR opinion!) a greater probability...
SILVER SINGULARITY
20170131_case1.jpg (965×504)
20170131_case1.jpg (965×504)
House prices soar higher, but will be dragged down by rising interest rates
Tim Knight
9 jan29.PNG
9 jan29.PNG
If you want a good analogy: expanding the balance sheet is like constructing a brick tower. Unwinding it is like...
SILVER SINGULARITY
3
20170129_UST.jpg (965×507)
20170129_UST.jpg (965×507)
Long-term view of treasury yield
Tim Knight
2
2 jan22.PNG
2 jan22.PNG
Bears have no idea at this point how the current situation is good for them.... and vice-versa for bulls! More...
SILVER SINGULARITY
6
10-year Yield Log Scale
10-year Yield Log Scale
10 year treasury yield
Tim Knight
1
Freddie Mac 30-Year
Freddie Mac 30-Year
Fixed rate mortgages (long term chart)
Tim Knight
1
Treasury Yields since 2007
Treasury Yields since 2007
Yields across the board
Tim Knight
1
yields-bond-6-pack-at-extremes-jan-6.jpg (1566×708)
yields-bond-6-pack-at-extremes-jan-6.jpg (1566×708)
Bond prices and yields
Tim Knight
10-year-yield-up-60-percent-in-20-weeks-testing-resistance-dec-19-1.jpg (1084×636)
10-year-yield-up-60-percent-in-20-weeks-testing-resistance-dec-19-1...
Long-term interest rate chart
Tim Knight
3
black knight 2.jpg (850×554)
black knight 2.jpg (850×554)
Rising rates have greatly diminished the quantity of refinancing candidates
Tim Knight
joe-friday-10-year-yield-testing-15-year-resistance-level-dec-2.jpg (1570×731)
joe-friday-10-year-yield-testing-15-year-resistance-level-dec-2....
Interest rates long term
Tim Knight
3
2 nov27.PNG
2 nov27.PNG
janet yellen: "hey jill? can you make me a favor?" jill stein: "of course my lord!"
SILVER SINGULARITY
rate-sensitive-4-pack-testing-support-nov-21.jpg (1567×736)
rate-sensitive-4-pack-testing-support-nov-21.jpg (1567×736)
Rate-sensitive assets
Tim Knight
2
5 nov24.PNG
5 nov24.PNG
I consider it as a currency, like gold Evidence for me that shows how undervalued it is right now but I think b...
SILVER SINGULARITY
4 nov24.PNG
4 nov24.PNG
The most undervalued, liquid and indispensable hard asset IMO But there's OBV a reason why it's such a bargain ri...
SILVER SINGULARITY
Real 1st Mortgage rates are 6%
Real 1st Mortgage rates are 6%
Mr Cashin remarked that a conventional 1st mortgage rate in the private market would be set at 6%.... If we had a...
Brian Ripley
joe-friday-10-year-yields-testing-dual-resistance-after-sharp-rally-nov-11-1.jpg (1572×735)
joe-friday-10-year-yields-testing-dual-resistance-after-sharp-rally...
Interest rates
Tim Knight
2 nov16.PNG
2 nov16.PNG
OMG! This one is even better I think we are building the best situation for bears since a looooooooong time no...
SILVER SINGULARITY
2 nov14.PNG
2 nov14.PNG
IMO Markets are high and can crash because a lot of people think we still are in the begining of a tightening cycl...
SILVER SINGULARITY
20161110_EOD8[1].jpg
20161110_EOD8[1].jpg
An other big problematic situation building for stocks bulls
SILVER SINGULARITY
20161019_huss1.jpg (1375×1241)
20161019_huss1.jpg (1375×1241)
Long-term federal funds rate
Tim Knight
2 oct18.PNG
2 oct18.PNG
Oh what a surprise! China running out of silver to sell ??? (so they can buy more gold at lower prices) Here's...
SILVER SINGULARITY
9 oct3.PNG
9 oct3.PNG
Hahahahaha! Who the fuck is gonna believe that? But I'm very glad to see that because if we were near zero I thin...
SILVER SINGULARITY
3 sept28.PNG
3 sept28.PNG
What happens when the "ground" is getting vertical?
SILVER SINGULARITY
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