Black Monday

[winner69]

10-year Treasury yield hits high for the year after Brainard signals speedy Fed tightening

https://www.cnbc.com/2022/04/05/us-b...-inverted.html


day of reckoning coming ? maybe not for the blind

yield curve inversion seems tohave been averted .... that's good

[bull....]

yield curve inversion seems tohave been averted .... that's good

but liquidity tightening seems like it might be accelerated

[kiora]

Onwards & upwards?
https://www.newshub.co.nz/home/money...y+6+April+2022

[Muse]

yield curve inversion seems tohave been averted .... that's good

yield curve has inverted in NZ - but *barely*
10 year swap rate now lower than the swaps for 3,4,5,& 7 year rates (ie everything between 2 and 10). none more than 10bps more than the 10 year rate.

[bull....]

Fed officials plan to shrink the balance sheet by $95 billion a month, meeting minutes indicate

https://www.cnbc.com/2022/04/06/fed-...meetings-.html

[bull....]

here's some more commentary on why the fed is not your friend now

If Stocks Don’t Fall, the Fed Needs to Force Them


Investors should pay closer attention to what Powell has said: Financial conditions need to tighten. If this doesn’t happen on its own (which seems unlikely), the Fed will have to shock markets to achieve the desired response. This would mean hiking the federal funds rate considerably higher than currently anticipated. One way or another, to get inflation under control, the Fed will need to push bond yields higher and stock prices lower.

https://www.washingtonpost.com/busin...fb4_story.html

[BlackPeter]

here's some more commentary on why the fed is not your friend now

If Stocks Don’t Fall, the Fed Needs to Force Them


Investors should pay closer attention to what Powell has said: Financial conditions need to tighten. If this doesn’t happen on its own (which seems unlikely), the Fed will have to shock markets to achieve the desired response. This would mean hiking the federal funds rate considerably higher than currently anticipated. One way or another, to get inflation under control, the Fed will need to push bond yields higher and stock prices lower.

https://www.washingtonpost.com/busin...fb4_story.html

... sounds to me like the fed is with the shorters ... i.e. it well might be your friend ;

[bull....]

... sounds to me like the fed is with the shorters ... i.e. it well might be your friend ;

yep makes perfect sense , force asset markets down or should i say all markets . people stop spending as the wealth effect dries up and bingo supply chains start to free up and some of the inflation goes away. hey dont need to increase rates as much.

im sure its more complicated than this with many more variables to complicate things so probably wont be this simple

[Rawz]

I listened to a podcast today and they discussed how the Fed is going to talk tough on rate hikes but not actually be tough with rate hikes.

Reason being is because the US needs inflation to help reduce their massive debt pile (relative to GDP and the tax take).

So could be a long period of high inflation and negative real rates.

Where is the best place to buy gold coins? Lol

[Muse]

I listened to a podcast today and they discussed how the Fed is going to talk tough on rate hikes but not actually be tough with rate hikes.

Reason being is because the US needs inflation to help reduce their massive debt pile (relative to GDP and the tax take).

So could be a long period of high inflation and negative real rates.

Where is the best place to buy gold coins? Lol

or gold infused bitcoin - i'd buy that...