Only one thing for it really...
Stocks did not 'love' the great headline jobs data... worst day for S&P and Dow since Jan 5th
[8]
[9]
Bonds did not 'love' the great headlines jobs data - Treasury yields soared 10-13bps on the day and 20-25bps on the week (2Y +11bps on the week) - 2nd worst week for bonds sine June 2013's Taper Tantrum - note that 30Y rallied 3bps off the highs as stocks accelerated lower...
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Commodities did not 'love' the great headlines jobs data
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Global currencies did not 'love' the great headlines jobs data - best week for the US Dollar since September 2011
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But apart from that... everything is awesome?
AAPL in The Dow... awesome
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Nasdaq 5000... so long ago now...
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On the day - the S&P and Dow had their worst day since Jan 5th...
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All major indies are now red for March... (and the week)
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All sectors back into the red now on the week...
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Year-To-Date, Trannies are comfortably red, Dow dropped back to practically unch...
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On the week, Treasury yields were smashed higher...
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The US Dollar surged all week...
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Commodities faded all week as the USD strengthened (apart from oil) but once crude woke up to what China did, it dumped...
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Who could have seen this coming?
cost of funding?
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Fundamentals...
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One last thing - for everyone confused at how everything can be sold? Where did all the money go? Where did it rotate to? The answer is very simple - it's not real money - its leveraged carry trades and the expectatons for a rat hike dramatically raise the risk of those positions and this that leverage is reduced and credit extinguished... it does not "go" anywhere...
Charts: Bloomberg
Did I mention the full moon?
— Not Jim Cramer (@Not_Jim_Cramer) March 6, 2015 [25]