Date: January 13, 2022
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LOOK OUT BELOW!
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According to the Taylor rule, interest rates are TEN PERCENT TOO LOW right now! (1,000 basis points)
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Yields look ready to plunge.......
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Fire sale
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Two important macro indicators remain intact | Notes From the Ra...
If inflation trades do continue, have max caution at the red lined limiters (around 2.5% on the 30yr).
Two important macro indicators remain intact | Notes From the Ra...
Inflation expectations take a hit but still aloft.
credit spreads
Credit spreads still tame, which is not bearish.
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IWM: Almost the entire year of 2021 was in a 15 point range.
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Many ways to slice and dice, but BBW looks precariously set to end the ascension.
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