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Time To Think About Rates

Higher for longer

US 10 year bounced perfectly on the big trend line, and is now reaching the short term negative trend line. This last move higher has taken most by surprise. Note we are above all major moving averages as of today...

Source: Refinitiv

That inflation connection

Source: Refinitiv

Rates and oil

Source: Refinitiv

Not all stress is moving lower

Source: Refinitiv

JPY perfection

Source: Refinitiv

The long long

Source: GS

The Tesla melt up

Source: Refinitiv

Bitcoin's range mania

Source: Refinitiv

1st percentile

Source: GS

Pandemic savings have dried up

Source: BCA

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