Browse Stacks: Business: Interest Rates

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3 nov10.PNG
SILVER SINGULARITY
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6 nov6.PNG
SILVER SINGULARITY
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3 nov2.PNG
Oh...my...
SILVER SINGULARITY
20171101tnx.png
20171101tnx.png
I see history repeating, complete with a breakdown in the Chinese yuan. Optimism was high in 2014, the economy was...
LZ8
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3 sept28.PNG
What happens when the "ground" is getting vertical? RESTACK IMO this is it (nov1st) and we are about to find out!
SILVER SINGULARITY
2
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4 oct31.PNG
My scenario
SILVER SINGULARITY
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3 oct27.PNG
SILVER SINGULARITY
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2 oct27.PNG
LOL and 10 minutes later...
SILVER SINGULARITY
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1 oct27.PNG
I'm shocked!
SILVER SINGULARITY
10-year-yield-testing-25-year-resistance-test-oct-25.jpg (1571×733)
10-year-yield-testing-25-year-resistance-test-oct-25.jpg (1571×733)
Tim Knight
1
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6 oct23.PNG
My scenario
SILVER SINGULARITY
gilts.jpg
gilts.jpg
UK gilts finally moving back up. Most economists would claim that this is because the Bank of England just said th...
Claws
20171012_EOD11.jpg (964×507)
20171012_EOD11.jpg (964×507)
The yield curve collapse means nothing...
Tim Knight
SPX and 10-year Note Prices - Weekly - 7.7.16.png
SPX and 10-year Note Prices - Weekly - 7.7.16.png
Dink
2
20170801_defl.jpg (1183×597)
20170801_defl.jpg (1183×597)
Is this, by any stretch of the imagination, the kind of economy in which the Federal Reserve should be tightening...
Tim Knight
3
20170706bund10y.png
20170706bund10y.png
The 10yr bund yield and the euro, on the other hand....
LZ8
20170706treasbund10yspread.png
20170706treasbund10yspread.png
Spread between UST 10yr yield and 10yr bund yield. Not seeing the claim that closing yield spread is bad for dollar
LZ8
1
20170627_odd3.jpg (963×486)
20170627_odd3.jpg (963×486)
Treasury versus Stocks
Tim Knight
20170618_ED1.jpg (967×484)
20170618_ED1.jpg (967×484)
While the last five weeks have seen $1.3 trillion of rate-hike bets have already been unwound - the most ever; the...
Tim Knight
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2 may26.PNG
Bullish?
SILVER SINGULARITY
2
Hedgefundnet10year.jpg
Hedgefundnet10year.jpg
Hedge fund net longs in 10-year note futures rise to highest in nearly a decade....they were very correct last time.
daButcher
DIVYcuts.jpg
DIVYcuts.jpg
76 US companies declared dividend cuts in March, increase of 41 firms fro...
daButcher
1
MCPost_Item_20170403_14341.jpg
MCPost_Item_20170403_14341.jpg
Price Moves vs Expected Moves (1-Day) in Commodity and Dollar-Sensitive ETFs
marketchameleon.com
20170317_IP1_0[1].jpg
20170317_IP1_0[1].jpg
Raise rates in may janet! perfect time!
SILVER SINGULARITY
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3 mar15.PNG
Ok, so I can see two options: _ We are still extremely early in the recovery cycle (and the S&P is telling us t...
SILVER SINGULARITY
2 mar15.PNG
2 mar15.PNG
1 rate hike today is the very least the market has priced in @ this point, the FED, like in december, has no choice...
SILVER SINGULARITY
Treasury Yields: A Long-Term Perspective - dshort - Advisor Perspectives
Treasury Yields: A Long-Term Perspective - dshort - Advisor Pers...
Last year was a remarkable one for yields. The 10-year note hit its historic closing low of 1.37% in July and then...
Tim Knight
shiller PE.jpg (960×720)
shiller PE.jpg (960×720)
The best argument for avoiding US stocks is simple: valuation. Using the Shiller PE Ratio (price divided by a 10...
Tim Knight
2
20170302_march_0[1].jpg
20170302_march_0[1].jpg
90%???? So what happens if they don't raise rates in march???
SILVER SINGULARITY
3
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1 mar2.PNG
Capitulation?
SILVER SINGULARITY
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1 feb25.PNG
More to come
SILVER SINGULARITY
$UKT10Y.jpg
$UKT10Y.jpg
10 year UK treasury yield inverse H&S
Claws
1
SHNY.jpg
SHNY.jpg
Inverse H&S on a 2x silver miners ETF called $SHNY . The current direction on this one today is down. This is a da...
Claws
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7 feb4.PNG
You can see that the global economy is much much weaker than during the last tightening cycle. No surprise there,...
SILVER SINGULARITY
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6 feb4.PNG
This tightening cycle was different than in the past because the last easing cycle was different than in the past!
SILVER SINGULARITY
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5 feb4.PNG
Seriously! Are you guys believing that shit show? Deception, delusion, I think that can be interpreted by what...
SILVER SINGULARITY
1 feb4.PNG
1 feb4.PNG
It may only be for political reasons but I doubt it is!
SILVER SINGULARITY
20170203_trumpflation1.jpg (961×508)
20170203_trumpflation1.jpg (961×508)
A bit of divergence here.
Tim Knight
1
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3 feb3.PNG
HAHAHAHAHHAHAHAHA.....OMG! Jan 2018 numbers are now available: There is (in THEIR opinion!) a greater probability...
SILVER SINGULARITY
20170131_case1.jpg (965×504)
20170131_case1.jpg (965×504)
House prices soar higher, but will be dragged down by rising interest rates
Tim Knight
9 jan29.PNG
9 jan29.PNG
If you want a good analogy: expanding the balance sheet is like constructing a brick tower. Unwinding it is like...
SILVER SINGULARITY
3
20170129_UST.jpg (965×507)
20170129_UST.jpg (965×507)
Long-term view of treasury yield
Tim Knight
2
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2 jan22.PNG
Bears have no idea at this point how the current situation is good for them.... and vice-versa for bulls! More...
SILVER SINGULARITY
6
10-year Yield Log Scale
10-year Yield Log Scale
10 year treasury yield
Tim Knight
1
Freddie Mac 30-Year
Freddie Mac 30-Year
Fixed rate mortgages (long term chart)
Tim Knight
1
Treasury Yields since 2007
Treasury Yields since 2007
Yields across the board
Tim Knight
1
yields-bond-6-pack-at-extremes-jan-6.jpg (1566×708)
yields-bond-6-pack-at-extremes-jan-6.jpg (1566×708)
Bond prices and yields
Tim Knight
10-year-yield-up-60-percent-in-20-weeks-testing-resistance-dec-19-1.jpg (1084×636)
10-year-yield-up-60-percent-in-20-weeks-testing-resistance-dec-19-1...
Long-term interest rate chart
Tim Knight
3
black knight 2.jpg (850×554)
black knight 2.jpg (850×554)
Rising rates have greatly diminished the quantity of refinancing candidates
Tim Knight
joe-friday-10-year-yield-testing-15-year-resistance-level-dec-2.jpg (1570×731)
joe-friday-10-year-yield-testing-15-year-resistance-level-dec-2....
Interest rates long term
Tim Knight
3