Recession Risks Rise & Technicians Suggest More Pain
The story of the week: U.S. 2-year by 10-year Treasury yield inversion signals a recession on the horizon. Of...
Recession Risks Rise & Technicians Suggest More Pain
The story of the week: U.S. 2-year by 10-year Treasury yield inversion signals a recession on the horizon. Of...
Recent Research Reports
Edging Closer to T-Day: September 1st
The trading week that was proved confounding for many with twists and turns throughout the trading week. When it...
Recent Forum Activity
Seth Golden posted an update 1 day, 5 hours ago
Using the wide/narrow button we can see that term structure remains extremely flat.Seth Golden posted an update 1 day, 8 hours ago
Goldman Sachs on Risk Events
1. The sharpness of the rally has swung our tactical options-implied positioning indicator (OPI) from neutral to close to overbought territory.2. This switch in positioning metrics is occurring just as UST 10s are hovering around our 1.5% overshoot level.
3. Bonds could of course stay overbought for a while,…[Read more]
Seth Golden and
pluckyduck are now friends 1 day, 13 hours ago
Seth Golden posted an update 1 day, 15 hours ago
Bread and butter housing is coming back. Single-family housing starts hit their best level since January. Single-family housing permits hit their best level since November 2018. https://www.cnbc.com/2019/08/16/us-housing-starts—july-2019.html
pluckyduck
State of the Markets: 8/9/2019
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video . Our emphasis in this week’s SOTM...
State of the Markets: 8/9/2019
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video . Our emphasis in this week’s SOTM...
