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Showing posts with the label 10 YR

Bring back the 1980s and its differentials, inflation never abated. Hedge funds dump US 10 bonds en masse, on possible China US treasury holdings being dumped, and/or shuts down imports into china from America.

New Year oil price moves up from its 2024 lows, heading toward $75 price resistance on a perfect storm of Trump protectionism, Nat gas /diesel/electricity prices rising, geopolitical and extreme weather events.

self explanatory chart: Declining inflation in 2024? the 10 yr yield futures thinks otherwise. Sitting at a Three month high of 4.60%. Can Trump's war on everyone, climate change and general economic chaos push the 10 yr to 5%? 2025 awaits.

The NASDAQ bull run is over.

The 10 YR yield is pointing towards interest rate hikes, not cuts. Will it reach 5%?