Surging rates and stuck equities

4.2%

US 10 year broke the negative trend line a while ago. We are now well above the 21 day that has reversed and is sloping positively. The 50 day comes in around 4.2%, the first resistance to watch.

Source: Refinitiv

Lower for longer is very groupthink here

Source: BofA

The big long

Source: GS

SPX technicals

Source: Refinitiv

Be boring

Source: Refinitiv

Will "weaks" lead us even lower?

Source: Refinitiv

2 more weeks to go before buybacks are back in full force

Source: Goldman

Lowest since 1976

Source: DB

China credit impulse

Source: TS Lombard

New tech bear superlatives needed

Source: Refinitiv