6 Oct 2023
The global bond markets rout in one chart
The world's biggest bond markets hit by heavy selloff: Bond yileds hit post-crisis highs around the world: US 30y yields hit 5% before retreating. German bund yields hit 3%. Bond rout sounds alarm bells globally. Source: HolgerZ
6 Oct 2023
Over the last 3 years, the US Money Supply (M2) has increased by 14%, US inflation (CPI) has increased by 18%, and National Debt has grown by 24%
And over that time the US dollar Index ETF has gained 19% while the Gold ETF has lost 5%. As eveyone predicted... Source: Charlie Bilello
6 Oct 2023
Looks like oil prices and bond yields have decoupled
Although the oil price has crashed sharply in the past 2 days, US 10y yields have fallen only slightly. Source: HolgerZ, Bloomberg
5 Oct 2023
The construction sector in Germany is really crashing. The German PMI Construction Index fell to 39.3 in Sep from 41.5 in Aug, and the lowest level since statistics began
Source: HolgerZ, Bloomberg
5 Oct 2023
A lot has changed over the last two years...
Source: Charlie Bilello
5 Oct 2023
The impacts of rising interest rates on the costs of your mortgage over the life of the loan
In the US, A $400,000 house now costs over $1,000,000, with interest rates now at 7.7% from 3%. Source: WallStreet Sliver
5 Oct 2023
You are here...October and November alone have the highest average monthly return relative to any other months of the year
Source: TME, Equity Clock
5 Oct 2023
10-Year Treasuries have declined 46% from the peak in March 2020 which is among the greatest meltdowns in financial history including the 49% drop in equities during the Dotcom Bubble
Source: Bloomberg, Barchart
