Don't forget... There is more than $7 trillion in money market funds right now.
Fresh dry powder on the side-lines... Source: The Market Ear
It’s time to stop looking at real yields to determine gold price...
Source: Michel A.Arouet
Global yield curves Steepen
Bloomberg TV Chart
In case you wonder why stocks when down yesterday
BOND AUCTION FOR THE US 20-YEAR TREASURIES WAS UGLY Because of the lack of bidders…it caused the 20-year bond yield to surge to 5.1%. Stock markets didn't like it Source: amit @amitisinvesting
Are rising bond yields the elephant in the room for equities?
Source: Trend Spider
😨 A shocking chart shared by Mike Zaccardi, CFA, CMT, MBA on X
➡️ Credit markets are currently pricing 6 notches of downgrades for US sovereign credit rating ‼️ "Using credit default swaps pricing as an input, S&P Global's Capital IQ model puts the U.S. sovereign credit rating 6 notches lower than its current grade - all the way down to BBB+ - barely clinging to investment grade status, never mind AAA." Source: @dailychartbook, Mike Dolan - Reuter
Is the world's 3rd largest bond market imploding?
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‼️ Let's be realistic.
Trump 2.0 and the next administrations are never going to become fiscally responsible by cutting spending at the risk of sending the economy into a recession. 🎯 They have no other choice than devaluing the real value of your bonds. Consequence is loss of purchasing power / money debasement for those stuck in cash and bonds. What are the options available to investors / savers? 1) Spend their money now 2) Invest into high quality stocks because they’re the ones receiving all this excess spending 3) Accumulate store of values
