Browse Stacks: Business: Interest Rates


Interest-Rates-Vs-Deficit-090621.png (812×479)
Interest-Rates-Vs-Deficit-090621.png (812×479)
Tim Knight
basis point move impact on S&P_0.jpg (590×463)
basis point move impact on S&P_0.jpg (590×463)
Every 0.1% Increase In The Discount Rate Equates To a 4% Decline In Stocks
Tim Knight
The Inflation/Deflation debate wears on… | Notes From the Rabbit Hole
The Inflation/Deflation debate wears on… | Notes From the Rabbit Hole
Is next phase inflationary or deflationary? The inverted right side shoulder or lack thereof will tell.
NFTRH
1
fredgraph.png (800×520)
fredgraph.png (800×520)
Inflation-Adjusted Yield On 10–Year UST, 2016-2021
Tim Knight
1
yield curve
yield curve
No assurance that the yield curve steepener will remain inflationary. Nope, none at all.
NFTRH
fredgraph.png (700×718)
fredgraph.png (700×718)
Real 10–Year US Treasury Yield, 1985-2021
Tim Knight
1
tyx
tyx
Was today the low in the 30yr yield's right side shoulder? If so, get ready for a change in this week's tone. If n...
NFTRH
1
fredgraph.png (1168×720)
fredgraph.png (1168×720)
Inflation-Adjusted 15-Year Fixed Mortgage Rate, 1991-2021
Tim Knight
peak fed.jpg (843×445)
peak fed.jpg (843×445)
Tim Knight
1
E4ArBAEVoAERp8A (800×600)
E4ArBAEVoAERp8A (800×600)
Inflation-Adjusted Junk Bond Yield, 1990-2021
Tim Knight
1
Screen Shot 2021-05-19 at 1.05.32 PM.png (1920×1060)
Screen Shot 2021-05-19 at 1.05.32 PM.png (1920×1060)
Tim Knight
1
Screen Shot 2021-05-19 at 12.57.37 PM.png (1924×1066)
Screen Shot 2021-05-19 at 12.57.37 PM.png (1924×1066)
Tim Knight
Fed-Funds-GDP-Growth-Rate-2yr-051321-1024x601.png (1024×601)
Fed-Funds-GDP-Growth-Rate-2yr-051321-1024x601.png (1024×601)
Tim Knight
4 week bill april 29.jpg (1073×514)
4 week bill april 29.jpg (1073×514)
US Sells Treasury Bills At 0% For The First Time Since The Covid Crash
Tim Knight
1
div yields vs tsy yield_0.jpg (1245×668)
div yields vs tsy yield_0.jpg (1245×668)
Because that yield on the 10Y is decisively above the S&P's dividend yield, and where according to BofA “there i...
Tim Knight
2
bfm9042_1.jpg (859×428)
bfm9042_1.jpg (859×428)
Tim Knight
2021-02-25 (1).jpg (1046×578)
2021-02-25 (1).jpg (1046×578)
Tim Knight
slopechart_GS,JPM,BAC,C,XLF.jpg
slopechart_GS,JPM,BAC,C,XLF.jpg
Baby Bear
minack rates 1_0.png (890×580)
minack rates 1_0.png (890×580)
Tim Knight
1
IB-BR-img2.png (800×489)
IB-BR-img2.png (800×489)
Tim Knight
yield curve trades.jpg (753×402)
yield curve trades.jpg (753×402)
Tim Knight
1
30 year treasury yield
30 year treasury yield
The inflation is going to fail. The question is when?
NFTRH
5 year inflation rate
5 year inflation rate
The inflation is going to fail. The question is when?
NFTRH
30Y net specs.jpg (1096×588)
30Y net specs.jpg (1096×588)
Traders are really, really, REALLY short bonds right now.
Tim Knight
yield curve
yield curve
If you're gonna get the markets right you gotta get the macro right. Here's one such macro map needed.
NFTRH
CBO-spending-2.jpg (766×539)
CBO-spending-2.jpg (766×539)
Tim Knight
lower yields force households to save more_2.jpg (840×561)
lower yields force households to save more_2.jpg (840×561)
Tim Knight
10Y real rate 8.1_0.jpg (1119×727)
10Y real rate 8.1_0.jpg (1119×727)
Tim Knight
download_41.png (508×320)
download_41.png (508×320)
Tim Knight
1
bond yields in China and US.jpg (626×451)
bond yields in China and US.jpg (626×451)
Tim Knight
US TSY yields.jpg (634×452)
US TSY yields.jpg (634×452)
Tim Knight
Bond-yields-Japand-versus-rest-of-world.jpg (600×486)
Bond-yields-Japand-versus-rest-of-world.jpg (600×486)
Tim Knight
1
slopechart_TIP.jpg
slopechart_TIP.jpg
Inflation protected U.S. Treasury bonds hit a new high
Professor Doomfinger
1
file
file
ureevee
1
4-5_2.png (898×486)
4-5_2.png (898×486)
Tim Knight
Install Bookmarklet — Slope of Hope
Install Bookmarklet — Slope of Hope
ryoung8177@gmail.com
slopechart_$UTIL.jpg
slopechart_$UTIL.jpg
Utilities Index tap 38% retracement and might pop higher in the never-ending quest for yield.
Professor Doomfinger
1
slopechart_FR:DTWEXBGS.jpg
slopechart_FR:DTWEXBGS.jpg
U.S. Trade-Weighted Dollar. Target around 131.
Professor Doomfinger
1
bfm9214_0.jpg (976×509)
bfm9214_0.jpg (976×509)
Tim Knight
fed funds implied_0.jpg (1002×558)
fed funds implied_0.jpg (1002×558)
For The First Time Ever, Futures Price "Fatal" Negative US Rates Starting Dec 2020
Tim Knight
1
hasenstab 10Y.jpg (1069×665)
hasenstab 10Y.jpg (1069×665)
Tim Knight
5
mgw1nw2uwtt41.jpg (960×563)
mgw1nw2uwtt41.jpg (960×563)
Tim Knight
2
slopechart_TLT.jpg
slopechart_TLT.jpg
Headfake?
Professor Doomfinger
slopechart_/US.jpg
slopechart_/US.jpg
All Systems Go?
Professor Doomfinger
1
slopechart_FR:DGS10.jpg
slopechart_FR:DGS10.jpg
10 year Treasury constant maturity rate. Trouble has been brewing for a while now.
Professor Doomfinger
slopechart_FR:VXGDXCLS.jpg
slopechart_FR:VXGDXCLS.jpg
Gold Miners ETF Volatility
Professor Doomfinger
slopechart_$SPX/FR:DGS30.jpg
slopechart_$SPX/FR:DGS30.jpg
30 year mouse. If (when) the yield on the 30 year bond goes to zero, then this calculation becomes undefined.
Professor Doomfinger
1
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
Professor Doomfinger
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
Professor Doomfinger
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?
Professor Doomfinger
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