Browse Stacks: Business: Interest Rates

2018-02-21_5-45-05.jpg (890×465)
2018-02-21_5-45-05.jpg (890×465)
Mortgage Applications Plunge Most Since 2015 As Rates Soar
Tim Knight
2
10-year-yield-up-110-percent-testing-25-year-falling-resistance-feb-17.jpg (1070×638)
10-year-yield-up-110-percent-testing-25-year-falling-resistance-feb...
10-Year yield up 110%, is a peak in play?
Tim Knight
GS int expense.jpg (799×571)
GS int expense.jpg (799×571)
The percentage of the nation's GDP dedicated just to making bond interest payments is going to soar.
Tim Knight
2
citi crazy 1.jpg (890×582)
citi crazy 1.jpg (890×582)
Tim Knight
2018-02-14_5-20-43.jpg (890×467)
2018-02-14_5-20-43.jpg (890×467)
Mortgage Apps Tumble As Rates Spike To 4-Year Highs
Tim Knight
sc-1128.png (990×657)
sc-1128.png (990×657)
Tim Knight
10-year-yield-up-88-percent-in-80-weeks-is-it-enough-feb-6.jpg (969×640)
10-year...
1SexyStud has been asked to leave by our host and knowledgeable well intention @MarketSniper. https://www.youtub...
Tim Knight
1
slopechart_SPY.jpg
slopechart_SPY.jpg
1SexyStud has been asked to leave by our host and knowledgeable well intention @MarketSniper. I've been reading...
WishUpon
20180203_RP3_1.jpg (890×504)
20180203_RP3_1.jpg (890×504)
Yields strengthen, stocks weaken
Tim Knight
TNX.png
TNX.png
$TNX 10 year U.S. treasury yield has a clear IH&S. Graph borrowed from http://www.marketoracle.co.uk/Article61385.html
Claws
5 jan10.PNG
5 jan10.PNG
What a shame! #breakthetbtfbanks
SILVER SINGULARITY
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4 jan4.PNG
It is the 1990's but on steroids thx to the explosion in exotic derivatives and negative real interest rates in al...
SILVER SINGULARITY
3 jan3.PNG
3 jan3.PNG
SILVER SINGULARITY
stocksbonds6040.jpg
stocksbonds6040.jpg
Stock and bond markets have been extraordinarily quiet since February 2016 lows. How quiet? A 60/40 portfolio cons...
daButcher
stocksvsbonds.jpg
stocksvsbonds.jpg
The last time equities outperformed bonds for 7 straight years was 1928
daButcher
2
3 nov10.PNG
3 nov10.PNG
SILVER SINGULARITY
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6 nov6.PNG
SILVER SINGULARITY
3 nov2.PNG
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
3 oct27.PNG
3 oct27.PNG
SILVER SINGULARITY
2 oct27.PNG
2 oct27.PNG
LOL and 10 minutes later...
SILVER SINGULARITY
1 oct27.PNG
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
6 oct23.PNG
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
2 may26.PNG
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
1 mar2.PNG
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
7 feb4.PNG
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