This is the video recording of our March 6th Monthly Charts Live Strategy Session
[Video] What the FICC?: Will the 10yr Hit 4.5%?
It’s the weekly bond edition of What the FICC?
Developed European benchmark interest rates are posting fresh highs. Those potential failed breakouts back in early January have quickly turned into nothing more than false or premature moves.
And while US yields continue to climb, their recent rise pales compared to their European counterparts.
Check it out!
Global Benchmarks Pave the Way for Rising US Yields
From the Desk of Ian Culley
Markets churn sideways, plagued with indecision. But one thing is certain…
The global rising rate environment remains intact.
Developed European benchmark interest rates are posting fresh highs. Those potential failed breakouts back in early January have quickly turned into nothing more than false or premature moves.
And while US yields continue to climb, their recent rise pales compared to their European counterparts.
What does that imply for domestic rates in the coming weeks and months?
[Video] What the FICC?: Trade Markets, Not the Economy
It’s the weekly bond edition of What the FICC?
The narrative is quickly shifting back to tighter monetary policy following last week’s higher-than-anticipated CPI and strong economic data.
With these newfound recessionary fears circulating, I want to share a chart I like to avoid… The 2s10s treasury spread.
Pay Attention to What Matters
From the Desk of Ian Culley
Rates continue to rise along with concerns of an impending recession.
The narrative is quickly shifting back to tighter monetary policy following last week’s higher-than-anticipated CPI and strong economic data. I don’t pay too much attention to this gossip. But I do keep a pulse on the latest discourse surrounding markets.
With these newfound recessionary fears circulating, I want to share a chart I like to avoid… The 2s10s treasury spread.
[Video] What the FICC?: Stocks Remain Hot
It’s the weekly bond edition of What the FICC?
Commodity-related stocks remain hot despite a narrative of easing inflation.
Check it out!
These Stocks Like it Hot!
From the Desk of Ian Culley
I prefer to focus on price when analyzing markets.
It’s what pays us at the end of the day. And it bakes in all the news and lagging economic data I tend to ignore.
A few weeks ago, I urged investors to track trends, not inflation.
Honestly, I was only half serious. I pay attention to the Fed and CPI data – mainly to stay aware of the increased volatility accompanying important release dates.
But price is king. And when I look at my charts, the narrative of easing inflation appears suspect…
[Video] What the FICC?: Will Bonds Simmer Down?
It’s the weekly bond edition of What the FICC?
I thought it was odd bonds didn’t react to last week’s rate hike. Regardless, the lack of volatility represents a positive development for risk assets, especially stocks.
Check it out!
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