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Category: 10Y

Jobs Report Misses ‘Bigly’ While Wage Growth Comes In Hot

March 8, 2019March 8, 2019

A “glitch”.

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Jim Mattis Resigns – The Last Adult In The Trump Administration Is Gone

December 20, 2018October 23, 2021

“…you have the right to have a Secretary of Defense whose views are better aligned with yours.”

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3 Comments on Jim Mattis Resigns – The Last Adult In The Trump Administration Is Gone

Theresa May Survives To Crash And Burn Another Day

December 12, 2018October 23, 2021

That was fun, but about that whole Brexit thing…

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Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview

December 2, 2018December 3, 2018

Strap in for a full docket.

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Jeff Gundlach: ‘Trump Is Crazy Like A Fox’

October 11, 2018

“President Trump is just a different kind of guy.”

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2 Comments on Jeff Gundlach: ‘Trump Is Crazy Like A Fox’

Enter The Dragon: Full Week Ahead Preview

October 7, 2018October 19, 2021

Here comes China.

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Crossing The Rubicon On Global Bond Yields

October 6, 2018October 19, 2021

“The cost of global capital would rise further”…

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Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report

October 5, 2018

Can you feel the tension?

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1 Comment on Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report

‘Why Are Higher Yields Not Impacting Stocks Here?!’: Nomura’s McElligott Answers

October 4, 2018

“This is what happens when”…

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Goldman Asks: How Likely Is A ‘Balanced Bear’?

October 4, 2018

“…the length of the current bull market in balanced equity/bond portfolios is now the longest on record.”

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Bond Blowup Continues As Stars Align For Nuclear Selloff

October 4, 2018October 4, 2018

“The underlying message is that the US economy isn’t just in fine fettle, it’s on fire.”

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Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle

October 3, 2018

Boy, we’re really in the heat of things now. 

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Now Hiring: Full Week Ahead Preview

September 30, 2018

Another week, another litmus test…

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These Are The Three Most Vulnerable Areas To A Rising Risk-Free Rate

September 27, 2018

The straw that breaks the camel’s back…

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As Yields Rise, The Ghost Of Diversification Desperation Comes Calling

September 24, 2018October 17, 2021

Here comes the stock-bond return correlation debate (again).

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‘Yields On The March!’ Reflecting On The Latest Bond Selloff

September 23, 2018September 23, 2018

“…this time without financial media concern.”

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‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis

September 20, 2018

“…or is this just déjà vu all over again?”

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Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.

September 18, 2018

Surely someone will find this “enticing”…

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Gundlach Slams U.S. Fiscal Policy In ‘Miracle Grow’ Webcast, Talks ‘Monumental’ UST Short Squeeze

September 11, 2018September 12, 2018

“What could get you there is a monumental short squeeze.”

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What’s Really Going On With That ‘Massive’ Treasury Short?

September 10, 2018September 10, 2018

“…there is a growing sense that positioning is not as stretched as the data would suggest.”

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Dodging Bullets: Full Week Ahead Preview

September 9, 2018October 17, 2021

Around the world in 2,100 words.

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Steve Mnuchin Isn’t Worried About The Yield Curve – ‘At All’

August 28, 2018

“It’s a market condition.”

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Psychological Overhang: Full Week Ahead Preview

August 26, 2018

U.S. politics and trade are likely to dominate the headlines this week.

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Bad News For That Massive Treasury Short As Goldman Slashes Bond Yield Forecasts

August 22, 2018August 22, 2018

“We note that there has been no change to our view of Fed policy tightening, but”…

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Why The Fed Will Be Forced To Halt QT Early And Expand The Balance Sheet In 2020, According To Morgan Stanley

July 12, 2018July 13, 2018

“An inverted yield curve by mid-2019.”

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‘Someone Or Someones Are Really Scared’

June 28, 2018June 28, 2018

“… 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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Overdose.

June 25, 2018June 25, 2018

“I can’t feel my face.”

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