A “glitch”.
Category: 10Y
Jim Mattis Resigns – The Last Adult In The Trump Administration Is Gone
“…you have the right to have a Secretary of Defense whose views are better aligned with yours.”
Theresa May Survives To Crash And Burn Another Day
That was fun, but about that whole Brexit thing…
Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview
Strap in for a full docket.
Jeff Gundlach: ‘Trump Is Crazy Like A Fox’
“President Trump is just a different kind of guy.”
Enter The Dragon: Full Week Ahead Preview
Here comes China.
Crossing The Rubicon On Global Bond Yields
“The cost of global capital would rise further”…
Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report
Can you feel the tension?
‘Why Are Higher Yields Not Impacting Stocks Here?!’: Nomura’s McElligott Answers
“This is what happens when”…
Goldman Asks: How Likely Is A ‘Balanced Bear’?
“…the length of the current bull market in balanced equity/bond portfolios is now the longest on record.”
Bond Blowup Continues As Stars Align For Nuclear Selloff
“The underlying message is that the US economy isn’t just in fine fettle, it’s on fire.”
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.Â
Now Hiring: Full Week Ahead Preview
Another week, another litmus test…
These Are The Three Most Vulnerable Areas To A Rising Risk-Free Rate
The straw that breaks the camel’s back…
As Yields Rise, The Ghost Of Diversification Desperation Comes Calling
Here comes the stock-bond return correlation debate (again).
‘Yields On The March!’ Reflecting On The Latest Bond Selloff
“…this time without financial media concern.”
‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis
“…or is this just déjà vu all over again?”
Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.
Surely someone will find this “enticing”…
Gundlach Slams U.S. Fiscal Policy In ‘Miracle Grow’ Webcast, Talks ‘Monumental’ UST Short Squeeze
“What could get you there is a monumental short squeeze.”
What’s Really Going On With That ‘Massive’ Treasury Short?
“…there is a growing sense that positioning is not as stretched as the data would suggest.”
Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
Steve Mnuchin Isn’t Worried About The Yield Curve – ‘At All’
“It’s a market condition.”
Psychological Overhang: Full Week Ahead Preview
U.S. politics and trade are likely to dominate the headlines this week.
Bad News For That Massive Treasury Short As Goldman Slashes Bond Yield Forecasts
“We note that there has been no change to our view of Fed policy tightening, but”…
Why The Fed Will Be Forced To Halt QT Early And Expand The Balance Sheet In 2020, According To Morgan Stanley
“An inverted yield curve by mid-2019.”
‘Someone Or Someones Are Really Scared’
“… we’ve been doing this long enough to know when acute demands for liquidity will likely arise and that’s what it feels like.”
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