sellside observations; "Rates, rates, rates"; "TINA Has Left the Building" and a few economic calendars for the football games (and the week ahead)
Good afternoon.
Reuters ‘Morning Bid: Rates, rates, rates”
‘Nuff said.
With a roadtrip up to Troy, NY for a football game yesterday and then back for another today (WPI lost and Braves 14U won), I’m going to be extremely brief.
I still cannot believe the NYG won and the NYY are winning …
Here is a weekly look at 10yy where I see momentum (slow stocahstics, bottom panel heading up towards overSOLD levels as yields are, nominally, toying with June PEAKS
Lets check back after the rate hike and perhaps see what, if any messages eminating from the yield curve.
With that 10yy picture in mind, HERE are a few sellside observations from Global Wall Street’s inbox ahead of the all important FOMC meeting in the week just ahead. If that saying is true and a picture is worth a thousand words, then here’s one visual you’ll find
This weekends update contains more than a few new / higher terminal calls and they are all my favorite.
Moving on then … a few other LINKS FROM THE INTERTUBES you might want to enjoy along with the rest of the football this afternoon / evening.
Fed Policy and Monetary Velocity with Dr. Lacy Hunt - Global Macro Update
Chart Of The Day - How's the 40 of the 60/40 doing -- T-Bonds Total Return
ZH: FedEx's Troubles A Stark Symptom Of Tight Global Liquidity (and for more on liquidity, HERE is a picture of GOVY MKT LIQUIDITY ISSUES) and another from DBs Jim Reid, “Landing At Terminal 5”
Kimble Charts JUNK (BEARISH message to stocks) — economic / mkts ink blot test — see it however you’d want to
AND for any / all (still)interested in trying to plan your trades and trade your plans in / around FUNduhMENTALs, here are a couple economic calendars and LINKS I used when I was closer to and IN ‘the game’.
First, this from the best in the strategy biz is a LINK thru TO this calendar,
Wells FARGOs version, if you prefer …
… and lets NOT forget EconOday links (among the best available and most useful IMO), GLOBALLY HERE and as far as US domestically (only) HERE …
THAT is all for now.