Browse Stacks: Business: Interest Rates


Don’t try to (re) build Rome in a day | Notes From the Rabbit Hole
Don’t try to (re) build Rome in a day | Notes From the Rabbit Hole
Words are necessary here. Deflation. That is a word. Inflation. that is another words. Remember it because it's no...
NFTRH
1
Contra Corner WTF! - David Stockman's Contra Corner
Contra Corner WTF! - David Stockman's Contra Corner
Tim Knight
slopechart_FR:DGS30.jpg
slopechart_FR:DGS30.jpg
30 year treasury yield tries to get back in line
GeraLD
Stories from the bond market as the Yield Curve Steepens | Notes From the Rabbit Hole
Stories from the bond market as the Yield Curve Steepens | Notes...
Yikes, check out the Japan 10yr yield. Folks, global deflation is probably not the play after this acute scare.
NFTRH
tyx
tyx
Powell the effing dove was in the bag even before COVID-19, it's just that he's on steroids now.
NFTRH
yield curve
yield curve
Why I do believe we are witnessing a baby yield curve steepener...
NFTRH
bfm349A_0.jpg (976×504)
bfm349A_0.jpg (976×504)
Broad credit markets are utter carnage... especially in Investment-Grade...
Tim Knight
bfm5670_0.jpg (976×539)
bfm5670_0.jpg (976×539)
The market is demanding almost 100bps of rate-cuts by The Fed by next week...
Tim Knight
2
tyx
tyx
NIRP here we come!
NFTRH
slopechart_VTI/TLT.jpg
slopechart_VTI/TLT.jpg
Stocks vs. Bonds
GeraLD
1
cme fed funds futures
cme fed funds futures
Fed Funds futures...
NFTRH
fed funds rate
fed funds rate
Fed Funds and the Business Cycle...
NFTRH
fed funds and financial crises
fed funds and financial crises
Fed Funds and historical crises...
NFTRH
fed funds rate
fed funds rate
Fed Funds Rate...
NFTRH
cme fomc
cme fomc
Now a 100% chance of a .5% Corona-cut coming at or before the March 18 FOMC meeting.
NFTRH
bfmCFC2.jpg (976×422)
bfmCFC2.jpg (976×422)
The Entire Treasury Yield Curve Is 'Inverted'
Tim Knight
fomc
fomc
CME Group futures wise guys predict 100% rate cut change at or before March FOMC meeting. 27% predict .5%
NFTRH
yield curve
yield curve
10/2 yield curve ticks back toward steepening.
NFTRH
1
yield curve
yield curve
Yield curve flattening again. I don't expect the stock market to crack hard until it re-steepens. Then it could be...
NFTRH
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Fed is out of its comfort box on the downside as it was on the upside in late 2018.
NFTRH
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) expectations.
NFTRH
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) Expectations | Notes From the Rabbit Hole
Inflation (lack of) expectations.
NFTRH
Yield-VariousYields-To-10yr-Rate-011120.png (1095×673)
Yield-VariousYields-To-10yr-Rate-011120.png (1095×673)
Tim Knight
spx and yield curve
spx and yield curve
Last summer the media got the public puking about the inverted yield curve. They puked the market too. Now, the MS...
NFTRH
2
auto loan interest rates.jpg (941×605)
auto loan interest rates.jpg (941×605)
Tim Knight
credit cards rates.jpg (941×671)
credit cards rates.jpg (941×671)
Tim Knight
yields-4-pack-all-testing-long-term-support-sept-10.jpg (1887×912)
yields-4-pack-all-testing-long-term-support-sept-10.jpg (1887×912)
Tim Knight
1
10-Year-Yield-Comparison.png (1280×853)
10-Year-Yield-Comparison.png (1280×853)
Tim Knight
Interest-Rates-Japan-080719 (1).png (917×483)
Interest-Rates-Japan-080719 (1).png (917×483)
Tim Knight
joe-friday-yields-and-banks-testing-7-year-support-aug-30.jpg (1885×906)
joe-friday-yields-and-banks-testing-7-year-support-aug-30.jpg (1...
Tim Knight
bfmA1E6.jpg (909×507)
bfmA1E6.jpg (909×507)
Tim Knight
1
inxg.jpg
inxg.jpg
TSI on UK index-linked gilts (the inflation play) looks a bit boring. Nice chart though.
Claws
2
1  Aug15.PNG
1 Aug15.PNG
Silver Singularity
3
Fed vs S&P MS.jpg (788×464)
Fed vs S&P MS.jpg (788×464)
Tim Knight
Crescat-Fed-Funds-Rate-Cuts-072919.png (768×463)
Crescat-Fed-Funds-Rate-Cuts-072919.png (768×463)
Tim Knight
rates_2.png (768×424)
rates_2.png (768×424)
Tim Knight
Corporate-Debt-GDP-Fed_2.png (840×448)
Corporate-Debt-GDP-Fed_2.png (840×448)
Tim Knight
bfm780E.jpg (976×509)
bfm780E.jpg (976×509)
Tim Knight
bfm66D1.jpg (976×511)
bfm66D1.jpg (976×511)
Tim Knight
bfm776D.jpg (976×510)
bfm776D.jpg (976×510)
New Home Sales Miss As Mortgage Rate Collapse Fails To Bring Buyers Back
Tim Knight
8
10-year-yield-testing-support-after-large-decline-july-10.jpg (1106×638)
10-year...
Tim Knight
joe-friday-yields-decline-35-percent-in-35-weeks-june-21.jpg (1089×636)
joe-friday-yields-decline-35-percent-in-35-weeks-june-21.jpg (10...
Tim Knight
2
img04-1-768x454.png (768×454)
img04-1-768x454.png (768×454)
Tim Knight
10-year-yield-testing-dual-support-on-fed-decision-day-june-19.jpg (1890×912)
10-year...
Tim Knight
2
2019-06-18_6-30-35.jpg (677×460)
2019-06-18_6-30-35.jpg (677×460)
Tim Knight
3
bond yields ex US.jpg (980×571)
bond yields ex US.jpg (980×571)
Tim Knight
10-year-yields-declined-35-percent-testing-support-with-bulls-hard-to-find-june-10.jpg (1890×911)
10-year-yields-declined-35-percent-testing-support-with-bulls-hard-...
Tim Knight
Yield-Curve-Inversions-SP500-2019-060719.png (835×519)
Yield-Curve-Inversions-SP500-2019-060719.png (835×519)
Tim Knight
bfm17E2.jpg (976×486)
bfm17E2.jpg (976×486)
Tim Knight
slopechart_JNK.jpg
slopechart_JNK.jpg
Yield hogs gobbling up junk in anticipation of much lower interest rates ahead?
GeraLD
bfm9A6_0.jpg (976×512)
bfm9A6_0.jpg (976×512)
Treasury yields have plunged at the mid to long end of the yield curve producing biggest recession warning yet.
Tim Knight
bfm936A_1.jpg (976×510)
bfm936A_1.jpg (976×510)
Inversion!
Tim Knight
bfm417B.jpg (1280×661)
bfm417B.jpg (1280×661)
Good GOD
Tim Knight
slopechart_$SPX/FR:DGS30.jpg
slopechart_$SPX/FR:DGS30.jpg
M.I.C.E. with 30-year yield - testing all-time highs
GeraLD
slopechart_TIP/IEF.jpg
slopechart_TIP/IEF.jpg
The Fed might look at this and see no inflation - so they start cutting again (sooner rather than later)
GeraLD
slopechart_($SPX/FR:DGS10).jpg
slopechart_($SPX/FR:DGS10).jpg
GeraLD
slopechart_FR:USDONTD156N.jpg
slopechart_FR:USDONTD156N.jpg
GeraLD
globalrates.jpg (750×473)
globalrates.jpg (750×473)
Interest rates haven't been this low in 5,000 years
Tim Knight
slopechart_TLT/GLD.jpg
slopechart_TLT/GLD.jpg
Cui Bono?
GeraLD
TSY curve 3.25.jpg (1050×485)
TSY curve 3.25.jpg (1050×485)
The inverted yield curve looks exactly like the Nike logo!
Tim Knight
2
2019-03-01_5-11-01.jpg (890×463)
2019-03-01_5-11-01.jpg (890×463)
Tim Knight
2019-02-27_5-47-38.jpg (890×464)
2019-02-27_5-47-38.jpg (890×464)
Recession Signal Getting Louder: 5-Year Yield Inverts With 3-Month Yield
Tim Knight
2
Yield-Curve-10-2-021119 (1).png (890×462)
Yield-Curve-10-2-021119 (1).png (890×462)
Tim Knight
2 feb18.PNG
2 feb18.PNG
Silver Singularity
1
9 feb17.PNG
9 feb17.PNG
Silver Singularity
slopechart_TLT.jpg
slopechart_TLT.jpg
Nice fit since the taper tantrum / end of Operation Twist
GeraLD
1
slopechart_SHV.jpg
slopechart_SHV.jpg
Fear Factor?
GeraLD
3
slopechart_HCP.jpg
slopechart_HCP.jpg
Yield hogs beware
GeraLD
slopechart_JNK.jpg
slopechart_JNK.jpg
Junk also tapping new highs - non-confirming OBV
GeraLD
slopechart_BND.jpg
slopechart_BND.jpg
Tapping new highs - confirming OBV
GeraLD
10-year-yield-stocks-dont-want-to-see-support-break-jan-31.jpg (1266×644)
10-year...
Tim Knight
slopechart_BND.jpg
slopechart_BND.jpg
No more rate increases as far as the eye can see...
GeraLD
1
SPXM-5.png (1200×887)
SPXM-5.png (1200×887)
Tim Knight
slopechart_SHY.jpg
slopechart_SHY.jpg
The Face of Fear
GeraLD
Is This Risk ‘Off’ Enough for Formerly Greedy Bulls? – Notes From the Rabbit Hole
Is This Risk ‘Off’ Enough for Formerly Greedy Bulls? – Not...
So, the Continuum holds again. Fed was not going to let it get away. Will TYX find a low soon?
NFTRH
1
FOMC at Center Stage (NFTRH 530 excerpt) – Notes From the Rabbit Hole
FOMC at Center Stage (NFTRH 530 excerpt) – Notes From the Rabbit Hole
Continuum back below the limiter and all is right with the world. Bond bears BANISHED. BBB...
NFTRH
slopechart_TMV.jpg
slopechart_TMV.jpg
Triple treasury bear
GeraLD
About That Bond Bear Market… – Notes From the Rabbit Hole
About That Bond Bear Market… – Notes From the Rabbit Hole
About that bond bear market... The Continuum back below the limiter...
NFTRH
About That Bond Bear Market… – Notes From the Rabbit Hole
About That Bond Bear Market… – Notes From the Rabbit Hole
About that bond bear market... herds running risk 'off' drives yields down, bonds up.
NFTRH
1
slopechart_BND.jpg
slopechart_BND.jpg
Flight to Quantity
GeraLD
zig-yield-spread.png (977×473)
zig-yield-spread.png (977×473)
Tim Knight
1
“Harbinger of Doom”: Amigo 3 in Play, But Real Doom Awaits – Notes From the Rabbit Hole
“Harbinger of Doom”: Amigo 3 in Play, But Real Doom Awaits...
Don't look now but 30yr yield has failed back below the limiter. Either inflationary or deflationary steepening co...
NFTRH
“Harbinger of Doom”: Amigo 3 in Play, But Real Doom Awaits – Notes From the Rabbit Hole
“Harbinger of Doom”: Amigo 3 in Play, But Real Doom Awaits...
Yield curve all over the news... DOOOOM!!! But it has not yet begun to steepen. Look elsewhere for doom right now...
NFTRH
slopechart_XLRE.jpg
slopechart_XLRE.jpg
REITs looking good if (when) interest rates fall back down?
GeraLD
joe-friday-5-year-yields-bearis-doji-start-topping-pattern-at-20-year-resistance-nov-30-1.jpg (1577×735)
joe-friday-5-year-yields-bearis-doji-start-topping-pattern-at-20-ye...
Tim Knight
inverted-yields-testing-multi-decade-support-nov-25-7.jpg (1569×734)
inverted-yields-testing-multi-decade-support-nov-25-7.jpg (1569×734)
Tim Knight
-1x-1.png (890×501)
-1x-1.png (890×501)
Tim Knight
2018-11-21_7-12-40.jpg (816×506)
2018-11-21_7-12-40.jpg (816×506)
Tim Knight
zp2r3ijmw2z11.png (1433×783)
zp2r3ijmw2z11.png (1433×783)
Tim Knight
libor euribor.jpg (744×484)
libor euribor.jpg (744×484)
Tim Knight
US-mortgage-rates-MBA-2001-2018_11.png (518×372)
US-mortgage-rates-MBA-2001-2018_11.png (518×372)
Tim Knight
US-mortgage-rates-MBA-2009_2018_11.png (522×365)
US-mortgage-rates-MBA-2009_2018_11.png (522×365)
Tim Knight
1
FedFundsRate_0.png (890×552)
FedFundsRate_0.png (890×552)
Tim Knight
1
2-year-yield-up-1125-percent-in-5-years-testing-18-year-resistance-nov-12.jpg (854×635)
2-year-yield-up-1125-percent-in-5-years-testing-18-year-resistance-...
Tim Knight
3
2018-11-10_7-02-46.png (872×466)
2018-11-10_7-02-46.png (872×466)
Tim Knight
1
A Brief Look at Earnings Season and a Measure of SPX Over Valuation – Notes From the Rabbit Hole
A Brief Look at Earnings Season and a Measure of SPX Over Valuation...
Picture of SPX over valuation. SPX dividend yield of 1.92% vs. 10yr T note yielding 3.2%!
NFTRH
joe-friday-2-year-yields-hitting-37-year-resitance-as-yields-and-stocks-could-be-peaking-oct-26-2.jpg (1566×733)
joe-friday-2-year-yields-hitting-37-year-resitance-as-yields-and-st...
Tim Knight
yield curve
yield curve
Market bulls should be wary of the yield curve's slow grind this time as opposed to Feb's big spike (which was a b...
NFTRH
real rates start to bite.jpg (890×474)
real rates start to bite.jpg (890×474)
Tim Knight
2
2-year-yield-and-dow-testing-multi-decade-resistance-lines-oct-5.jpg (1568×733)
2-year-yield-and-dow-testing-multi-decade-resistance-lines-oct-5.j...
Tim Knight