Quick Take Despite intensifying macroeconomic conditions, Bitcoin has demonstrated remarkable resilience, holding steady at $26,000. This is a noteworthy...
Bonds & Bullion Dumped, Dollar Jumps As Shutdown & Student-Loan Cliff Loom As the final week of September (and Q3) begins, two large...
30-year Treasury yield rose 12bps to 4.645% vs 15.19% which was the peak at 1981. Bloomberg dollar index has best rally in three weeks, which is...
S&P 500 and all its sectors slid yesterday without as much as a brief visit to 4,420s at the open ... Read more
Has The Fed F**ked Up? By Russell Clark of the Capital Flows and Asset Markets substack Has the Federal Reserve fucked up? Markets were...
With Most Central Banks Ending Their Tightening Cycle, The BOJ Remains Too Terrified To Even Start With a growing number of central banks...
BoJ Governor Ueda’s press conference is likely to be a pivotal moment in guiding market participants’ expectations toward monetary policy normalization...
Bond Bloodbath Trounces Tech; Batters Bitcoin, Banks, & Bullion A central bank smorgasbord started the day off with a bang of confusing...
Quick Take The recent decisions of the Federal Reserve and the Bank of England to hold off on adjusting interest rates — a strategy seemingly aimed...
Fed's Dots Imply Highest Treasury Yields Since 2000 By Ven Ram, Bloomberg Markets Live reporter and cross-asset strategist The resounding...
Treasury bills, commonly referred to as T-bills, are short-term securities issued by the U.S. government. They are essentially IOUs, with the government...
Stocks & Bonds Slammed As Powell Pi$$es In Next Year's Punchbowl If you're not confused now, you weren't paying attention. Fed held...
Wall Street Reacts To The Fed's "Confused" 2024 Hawkish Shock In our FOMC preview, we said that the only thing that will matter today was...
Bitcoin & Big-Tech Pump-And-Dump; Gold Gains As Yield-Curve Crushed Quiet-ish post-quad-witch unclenching of gamma with the big decline...
The Coming Collapse Of The Global Ponzi Scheme Authored by George Ford Smith via The Mises Instititute, It won’t be long before governments...
10 Red Flags Warn Of Looming Recession Authored by Al Lewis via TheMessenger.com, Economists have practically sounded the all-clear on...
The week ahead is dominated by central bank meetings. Six of the G10 central banks meets. The post-Covid monetary tightening cycle is ending. The start...
Federal Reserve could be cautious as data continues to show economic resilience BoE may raise rates for the last time in this cycle BoJ eyed for...
FOMC Rate Decision: Expected to maintain benchmark lending rate target at 5.25% to 5.5%, signaling one last rate increase SNB rate decision: Expected to...
https://bondvigilantes.com/wp-content/uploads/2023/09/1-summers-over-is-the-dollar-1024x576.pngThe kids may be back to school, but the summer weather seems...
Some analysts who favor one or two indicators to forecast US recessions have had a rough year. The reliance on a generally robust predictor may yet...
Bitcoin, Banks, & Black Gold Bid As Tech Stocks Tumble Ahead Of CPI Weaker US Small Business optimism and German sentiment back at COVID-lockdown...
The U.S. Treasury yields have recently been flashing warning signs. These yields, representing the return on investment for U.S. government bonds, serve...
How seriously should we take the comments amid intervention speculation? A relatively quiet start to the week from an economic data perspective but we’re...
A Tale Of Two Yuans & The Ongoing Dollar Saga Authored by Simon White, Bloomberg macro strategist, The divergence between the yuan’s...
Yen Surges, JGBs Tumble After Ueda Hawkish Comments Spark Countdown To End Of Japan's NIRP After several weeks of relentless selling, the...
Key Events This Extremely Busy Week: CPI, PPI, Retail Sales, ECB, China Data Dump, new iPhone, ARM IPO, UAW Strike And More If last week was...
Futures Rise As Dollar Slumps, JGB Yields Jump, Tesla Soars US futures and global stocks were broadly higher to start the week, helped by...
Quantitative easing is a monetary policy tool where a central bank purchases financial assets to increase the money supply and stimulate economic activity. ...
'Better' Data Buggers Bonds & Bullion; Beijing, Banks, & Big-Tech Batter Stocks A rebound in macro data, relative to expectations...