FLATTENING YIELD CURVE ABOUT PRIMARILY GLOBAL SPREAD DIFFERENTIALS Why is the US Yield curve flattening and threatening to invert? Look no further than global yield differentials. Major global bond markets are offering near zero nominal values and negative in real terms. If you believe the US Dollar will maintain its strength or rise – […]
“SELLING VOLATILITY”- VIX SHIFTS FROM A FEAR INDEX TO A GREED INDEX –SOURCE: 11-29-17 Peter Tchir, Forbes.com, – “VIX – From Fear Index To Greed Index” — We have all heard the VIX or volatility index referred to as the Fear Index or Fear Gauge. Rising VIX was meant to signal fear in the markets. That is how most […]
EUROPEAN MARKETS: EXTREME OPTIMISM & COMPLACENCY EXTREME OPTIMISM EXTREME COMPLACENCY
IN-DEPTH – TRANSCRIPTION: A CASCADING & COLLAPSING COLLATERAL CRISIS SLIDE 4 SLIDE 5 I discussed this chart in the November LONGWave video regarding my speculative views on what may lie ahead for us financially, economically and politically. Because of time I was unable to elaborate in the video on why I specifically saw a collateral […]
US 10Y UST – DOWNWARD PRESSURE SHORT TERM, UPWARD PRESSURE TO 2.9% IN 2018 SHORT TERM – DOWNWARD PRESSURE ON YIELDS The recent move lower in yields underlines that despite: The ECB scaling back on bond purchases, A strong global business, Fed rate hikes .. we should not expect to see a rapid further rise […]
JUST TOO MANY WARNING SIGNS TO IGNORE! — EXTRACTED & MODIFIED FROM: 11-14-17 The latest Macro View edition by Bloomberg Macro Commentator and former Lehman trader, Mark Cudmore – “There Are Too Many Warning Signs”: Why One Trader Thinks Stocks Are Set To Slide In The Coming Days” — Stock markets look set to continue […]
