Tag Archive: 10Y US Treasuries

Trading Thoughts : Get That Monkey Off My Back

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Another year and another Chinese Lunar New Year approaches, an event to be celebrated by at least 1.4 billion people in the world, including ethnic Chinese, as they prepare to enter a new… Continue reading

Bonds In Conversation : Saving Is Good, Borrowing Is Bad

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A mad week with markets suffering a huge loss of confidence in almost everything except the safest of stuff which is the irony because the less yield hungry you were, the more rewards… Continue reading

The Changing Face Of Employment & The Lost Purpose Of Life

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Fantastic headlines which managed to wipe the October blues away in one clean sweep for the USD rally to continue unchallenged. The feedback from all professional fronts on the latest American job numbers… Continue reading

Goodwill Hunting In Stocks and Bonds

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Was it the supermoon that I did not manage to catch last night ? And Robin Williams has departed from our world. I read a comment on Twitter about a Catch 22 situation… Continue reading

Nanny Markets : FOMC

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I am not sure if, like me, you feel like you are living in a Nanny marketplace because for weeks and months, I have been struggling to find an apt word to describe… Continue reading

Uncertain Times

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As I have commented on before, markets are by their basic nature always uncertain, even when the real world can seem so black and white sometimes. And as I have said before, perceived… Continue reading

What Happened Last Night ? Who Is Telling Who What To Do ?

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JOKES. Draghi speaks on Monday night. Market Mood Monitor. Yellen spoke last night. Market Mood Monitor. The market was waiting for the reports/interpretations and the reporters/interpreters were waiting for the market to decide… Continue reading

Yes, It Will Crash. By How Much ?

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The undercurrents have yet to hit retail space as institutional research reports emerge that are sounding faint alarm bells that buzz louder each day as summer approaches. Many of these research reports are… Continue reading

Market View – Feeding Out Of Yellen’s Hands

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I do not really bother about all those editorials we read about America losing her political clout on planet Earth. Bernie’s analogy of the Romance of the 3 Kingdoms in his Ad Hoc… Continue reading

Ad Hoc Commentary – sell in May and come back in Jun

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The S&P500 seems to be topping up here, and we probably need a rest before rallying higher. If you plot UST10y yields versus S&P500 (USGG10YR Index SPX Index HS on your Bloomberg), you… Continue reading