Extreme Investor Network

Bond yields largely steady following Wall Street’s best day in nearly a month

September 8, 2022

Bond yields were little changed on Thursday from the previous session, with most trading around just one basis point lower as investors digest Wednesday’s market gains, which gave Wall Street its best day in nearly a month. The yield on the benchmark 10-year Treasury note was down 1 basis point at 3.25% at around 5:40 a.m. ET. The yield … Read more

AWS CWI Part A tricky questions Ver...

AWS CWI Part A tricky questions Very important for the exam

Bonds & Gold Bid As PMIs Send Rate-Hike Odds Plunging

June 23, 2022

This morning’s PMIs – full of recessionary indications, forward-looking pessimism, and deflationary signals – appear to have been the straw that broke the camel’s back of hawkish expectations. Rate-hike expectations have tumbled notably and subsequent rate cuts are hovering at 75bps… Source: Bloomberg Specifically, the odds of 75bps rate hikes in July and September are … Read more

The 1970s Bear Market Analog Looks Intact

June 11, 2022

That ’70s Show In the wake of Friday’s soaring CPI print and Bank of America strategist Michael Hartnett’s latest note (“A Dire Outlook From Wall Street’s Biggest Bear”), it’s worth revisiting the ’70s bear market analogue he sketched out last month, and how that has panned out so far. As ZeroHedge summarized it at the time, [For] Hartnett, the … Read more

Eurozone Nightmares

May 24, 2022

US Dollar dominates as inflation heats up scaled

Inflation is running well in excess of interest rates. Heck, the ECB have them set at negative. The ECB’s NIRP policy and its policy of buying not only government bonds and housing bonds, but large amounts of corporate bonds (echoed by other central banks in Europe that had similar programs) have created the greatest corporate … Read more

The Bond Market is Blowing Up Pt 1

April 30, 2022

The bond market is blowing up. As I outlined several weeks ago, the financial system is now experiencing its first coordinated central bank tightening in over a decade. The reason for this tightening is inflation. Inflation is a global phenomenon. Once it appears, it is everywhere. That is the case today. Our current financial system … Read more

Timing is everything. Bonds are blasted. Inflation will be tamed.

April 11, 2022

Levels to watch: S&P 4400, QQQ 350, CORN 26.50, AMD 100, XME 60 Expect more volatility. Mortgage rates broke a 40-year trend! Utilities are extremely strong right now & cannot be overlooked Commodities, our miners (XME), and precious metals are still strong This week: Bonds are getting blasted. QQQ is starting to carve out a base … Read more

Get ready for $900 billion of stock purchases this year, says Goldman Sachs. Here’s who’s buying.

March 28, 2022

Wall Street is looking a little less surefooted as a new week begins, with oil sliding as fresh COVID lockdowns in China adding to a hefty worry pile. Bonds continue to slump as well. But maybe don’t bet against stocks, which have been regrouping since an early March pullback. “‘Less bad than feared’ is a … Read more

Government bonds on track for worst year since the Marshall Plan was enacted

March 25, 2022

The third great bond bear market is underway, Bank of America strategists have declared. The return on government bonds is on track for its worst year since 1949, the year after the Marshall Plan was enacted, according to data compiled by Bank of America. The measurement was of global bonds weighted by world GDP. The … Read more

A Twice in 30 Years Event Just Hit… and These Investors Will Use It to Get Rich

March 24, 2022

Do you want to make a fortune from investing? If you do, then you’ve got to do what others don’t. You have to take a different approach… and look for situations most are ignoring. Like what’s happening in bonds today. Investors are giddy over stocks rallying. After all the stock market is up 8% in … Read more