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Bonds Drop, Dollar Pops After Hotter-Than-Expected Inflation
Stocks - for now - are ambivalent to the highest core CPI in 5 months; but the grown-up markets in bonds and FX are taking notice. The Dollar has surged (led by EUR weakness) and long-bond yields are up 5bps (back to unchanged on the week).
Stocks are unimpressed...
But bonds and the dollar are 'anxious'
It appears the machines were in waterfall mode today....
Oh oh. Treasury Futures steamrolling down - didn't like 8:30 news: pic.twitter.com/YF7ductruv
— Eric Scott Hunsader (@nanexllc) April 17, 2015
Charts: Bloomberg
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maybe i should hide out in stocks since my bonds are crashing /s
Sweet soothing stocks.....tap your heels three times and say.....there's no place like home.
But PM's down...It's getting absolutely ridiculous?
getting? It actually makes prefect sense....if you have a massive depression coming...what do you think PM would do?
PM's would rise into a Depression, after an initial fall with everything else, as all other assets collapse. PM's do very well in times of deflation as well as times of inflation. But so long as JPM is naked shorting paper Gold ad finitum ALL situations are bad for Gold.
The apparent logic here is as follows: Inflation means that The Fed more likely to increase rates = Goof for USD = Bad for Bonds = Bad for Gold. But, excuse me, I thought that inflation was GOOD for Gold? So, as I said, nothing makes sense any longer...so what's new?
But PM's down...
If you want to pay retail......I can totally hook you up.
The PMs will continue getting manipulated down and the stock market manipulated up until the banksters lose control and the fiat ponzi scheme comes to an end...and it looks like the can being kicked is about to hit the wall...
No, like a good Zero, you should be all-in on gold and silver.
That way, you can have your head handed to you like everyone else on here.
So long as you believe in CB omnipotence lasting forever, despite common sense and basic economics pointing to the opposite, then fine, go for it, I would have thought that a reasonable allocation to PM's would now, more than usual, be a sesible position.
nothing $500 Billion in printing won't cure
Hotter-Than-Expected Inflation
No way it can just be me.
Tap tap.....is this thing on?
No.
Looks like we just got one.....let me guess.....hedge fund manager?
bonds are not "anxious", they are just being manipulated relentlessly higher in the long end by "someone" who is desperate to keep it from going definitively below 2.5% (and keeping 5x5 forward breakevens above 2%...hmmm, can you say NY FED shills).
it's becoming an utter farse, a complete idiocy. you can buy dollars and get 2.6% for 30 years as opposed to Euros and 0.44% for 30 years. over 60% difference in coupon plus currency.
when they have to choose between allowing markets to function and live with the consequences (to their buddies) or defrauding it until it breaks (and bail out their friends), they will always pick option #2.
QE4 is assured. This time instead of $85 billion/month it will be well over 100 billion/month.
QE4 is assured because inflation is rising?
core inflation will be zero, but they will not publish such numbers
QE4 is assured because inflation is rising?
Remember, if bonds rise it's because they're being manipulated higher. However, if bonds fall it's just market forces at work.
if anything the opposite is true
Also very apparent is that Dudley wants bond prices to go down – not a lot but clearly down... http://www.zerohedge.com/news/2015-04-09/peak-central-planning-bofa-says...
You asked for it - you got it - inflation!
Tyler jusr for the fun of it...tell everyone to buy the DIP...
Why would I not be surprised to see a BATS self help this morning?
Options are expiring today as well.