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Stocks Pump’n’Dump After Bonds Biggest Bloodbath Since Trump’s Election
Yields spiked by the most since Nov 2016 (the day of and following President Trump’s election). NOTE – After 1430ET, bond were suddenly bid (and stocks sold off). 30Y yields spiked to the highest since Sept 2014… 10Y yields spiked to the highest since June 2011… 5Y yields spiked to the highest […]
US Interest Rates Are Spiking Again: Why This Is A Huge Deal
This morning’s jobs report was stronger than expected, which – combined with Amazon’s dramatic increase in its minimum wage to $15/hr — implies rising wages going forward. The bond market reacted as you’d expect to the prospect of higher wage inflation, with the yield on 10-year Treasuries hitting its highest level in five years. […]
Checking Out Apple And The Fate Of Small Caps
There are some pretty glaring divergences in this market right now (sound familiar?). I thought it would be interesting to show the difference in the charts right now between Apple, (AAPL) which is hitting new all-time highs and breaking out of consolidation today: And the Russell index which, going back to April has been stuck […]
Fastenal Q3 Earnings Preview: What To Expect
Fastenal (FAST – Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2018. This widely-known consensus outlook gives a good sense of the company’s earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its […]
Tesco’s Earnings Spur Sour Sentiment As UK Retail Sector Braces For Brexit
British retailer Tesco’s (LSE:TSCO) stock tumbled Wednesday despite improvements in the UK market, while uncertainties over Brexit have recently spurred significant shifts in the sector. Shares of Tesco plunged after the company revealed losses related to its Central European and Asian operations. In the first half of 2018/19, the firm said like-for-like (LFL) sales in […]
GBP/USD Trends In Conflict, Next Few Days Key
After stellar economic data, including a 6-month high in ADP Non-Farm Employment and the highest ever reading in the ISM Non-Manufacturing PMI Employment subcomponent, investors are anticipating a strong Non-Farm Payrolls report on Friday. Accordingly, we’ve seen US yields rise across the board, with the benchmark 10-year Treasury bond now yielding 3.18%, its highest level since July […]
Stocks Suddenly Stumble As Bond Yields Spike Into “Danger Zone”
US equity markets – after an impressive surge early in the day – have suddenly hit a speed-bump… And the selling is very broad-based… No major news catalyst struck to mark the top but we note that the Treasury yield spike has been very violent… Which, as Bloomberg’s Cameron Crise notes, means this yield move is entering […]
China’s Effort To Rein In Property Bubble Has Rents Soaring And “Rental Loans”
Rental loans, intended to ease the cost of living in big cities contributes to China’s property bubble mess. Once an economic bubble is inflated, it is damn near impossible to let the air out slowly. China’s effort to rein in a property bubble by making it harder to buy homes has the price of rent […]
Pensions Now Depend On Bubbles Never Popping (But All Bubbles Pop)
We’re living in a fantasy, folks. Bubbles pop, period. The nice thing about the “wealth” generated by bubbles is it’s so easy: no need to earn wealth the hard way, by scrimping and saving capital and investing it wisely. Just sit back and let central bank stimulus push assets higher. The problem with bubble “wealth” is […]
