The yield curve is fading and the 10yr yield is consolidating. Yields and inflation expectations had been rising with the optimistic 'Trump trade'. That made the gold sector an also-ran…
Why another Bond Yield post? Because macro economically speaking the trend in bond yields will be at the very heart of everything else we will do as investors or traders…
With the state of post-Op/Twist systemic dysfunction, there are no absolutes, but... Generally, a rising yield curve (after years of Goldilocks and her favored declining curve) would signal changes in…
Below is the opening segment of the September 25 edition of Notes From the Rabbit Hole, NFTRH 414... The Bank of Japan gave us a glimpse as to just how…
A look at the yield curve by weekly chart. Sooner or later one of these breakouts will be real and it will signal the end of the era of confidence…
On a similar theme to the earlier update whereby the long bond is seeing extreme relative short interest by Commercial traders, let’s compare the 30 year vs. the 2 year.
The 30 year shows a big build up in net shorts by the Commercial Hedgers.
Yesterday Biiwii had a look at the 30's vs. 5's, which appear to be bottoming and not a pleasant picture for the stock market. But the most commonly viewed yield…
In the previous post we noted how the 10 year vs. 2 year spread closed yesterday (among other things). Today that spread is rising with all nominal yields rising as…
I have a short position against the S&P 500 and despite Friday's EoD reversal and yesterday's down day, as noted to subscribers in an update, I don't feel very good…
The 10→5→2 spread is settling down again today, with all yields down. There is little sign of systemic stress today by this measure, although a more risk 'ON' look would…
One thing I like about volatility; it is predictable when it becomes a cycle. That's not to say this volatile up and down phase will last. Indeed, it won't. It…
Yields down, curve up. The mini-trend (and risk 'OFF') continues. 30 vs. 5 for your real-time reference... This financial market disturbance is now looking pretty Octobery. That one drew out…
The 10 to 5 to 2 year spread is indicative of market upset, obviously. Here is the up to the minute view of 30 year vs. 5 year yields, with…
Once again, yields down, curve up. Risk obviously... 'OFF'. Bigger picture, it's in a down trend until it isn't. Here's the weekly view at yesterday's close.