while we slept; bonds leading stocks; bear market rallies a trap? what about TED; 10s/bunds; Dow Theory indices; Dr. Copper (and his sidekick GOLD )
thebondbeat.substack.com
Good morning … stocks UP. bonds UP. Bad news = good? Today’s interpretation is via IHS Markit PMI - EZ edition for example Eurozone economic stagflation risk rises in June as demand stalls and price surge continues … Both the stagnation of demand and worsening outlook were widely blamed on the rising cost of living, tighter financial conditions and concerns over energy and supply chains linked to the Ukraine war and ongoing pandemic disruptions …
while we slept; bonds leading stocks; bear market rallies a trap? what about TED; 10s/bunds; Dow Theory indices; Dr. Copper (and his sidekick GOLD )
while we slept; bonds leading stocks; bear…
while we slept; bonds leading stocks; bear market rallies a trap? what about TED; 10s/bunds; Dow Theory indices; Dr. Copper (and his sidekick GOLD )
Good morning … stocks UP. bonds UP. Bad news = good? Today’s interpretation is via IHS Markit PMI - EZ edition for example Eurozone economic stagflation risk rises in June as demand stalls and price surge continues … Both the stagnation of demand and worsening outlook were widely blamed on the rising cost of living, tighter financial conditions and concerns over energy and supply chains linked to the Ukraine war and ongoing pandemic disruptions …