These Charts Do NOT Scream “Ready For Super Aggressive Fed”

We don't want to sound like a broken record, but remember on Sunday evening when we quoted Barclays on the way to saying that everything is selling off together? Yeah well that's still going on. Or at least the general drift is still in that direction. Here's Treasurys versus the Dow: And here's IG (a lot of supply news today on expectations that this week would be front- loaded due to weather forecast calling for a blizzard) versus rates: And then panning out, the picture looks like th