UK gilts finally moving back up. Most economists would claim that this is because the Bank of England just said th...
The yield curve collapse means nothing...
SPX and 10-year Note Prices - Weekly - 7.7.16.png
Is this, by any stretch of the imagination, the kind of economy in which the Federal Reserve should be tightening...
The 10yr bund yield and the euro, on the other hand....
Spread between UST 10yr yield and 10yr bund yield. Not seeing the claim that closing yield spread is bad for dollar
Treasury versus Stocks
While the last five weeks have seen $1.3 trillion of rate-hike bets have already been unwound - the most ever; the...
Hedge fund net longs in 10-year note futures rise to highest in nearly a decade....they were very correct last time.
76 US companies declared dividend cuts in March, increase of 41 firms fro...
Price Moves vs Expected Moves (1-Day) in Commodity and Dollar-Sensitive ETFs
Raise rates in may janet! perfect time!
Ok, so I can see two options: _ We are still extremely early in the recovery cycle (and the S&P is telling us t...
1 rate hike today is the very least the market has priced in @ this point, the FED, like in december, has no choice...
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...
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...
90%???? So what happens if they don't raise rates in march???
More to come
10 year UK treasury yield inverse H&S
Inverse H&S on a 2x silver miners ETF called $SHNY . The current direction on this one today is down. This is a da...
You can see that the global economy is much much weaker than during the last tightening cycle. No surprise there,...
This tightening cycle was different than in the past because the last easing cycle was different than in the past!
Seriously! Are you guys believing that shit show? Deception, delusion, I think that can be interpreted by what...
It may only be for political reasons but I doubt it is!
A bit of divergence here.
HAHAHAHAHHAHAHAHA.....OMG! Jan 2018 numbers are now available: There is (in THEIR opinion!) a greater probability...
House prices soar higher, but will be dragged down by rising interest rates
If you want a good analogy: expanding the balance sheet is like constructing a brick tower. Unwinding it is like...
Long-term view of treasury yield
Bears have no idea at this point how the current situation is good for them.... and vice-versa for bulls! More...
10-year Yield Log Scale
10 year treasury yield
Freddie Mac 30-Year
Fixed rate mortgages (long term chart)
Treasury Yields since 2007
Yields across the board
Bond prices and yields
Long-term interest rate chart
black knight 2.jpg (850×554)
Rising rates have greatly diminished the quantity of refinancing candidates
Interest rates long term
janet yellen: "hey jill? can you make me a favor?" jill stein: "of course my lord!"
I consider it as a currency, like gold Evidence for me that shows how undervalued it is right now but I think b...
The most undervalued, liquid and indispensable hard asset IMO But there's OBV a reason why it's such a bargain ri...
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...
OMG! This one is even better I think we are building the best situation for bears since a looooooooong time no...
IMO Markets are high and can crash because a lot of people think we still are in the begining of a tightening cycl...
An other big problematic situation building for stocks bulls
Long-term federal funds rate
Oh what a surprise! China running out of silver to sell ??? (so they can buy more gold at lower prices) Here's...