New posts

Reply to thread

Message

Last week:

[ATTACH=full]195970[/ATTACH]

This week:

[ATTACH=full]195969[/ATTACH][ATTACH=full]195971[/ATTACH]

For next week:

[ATTACH=full]195972[/ATTACH]

[ATTACH=full]195968[/ATTACH][ATTACH=full]195967[/ATTACH]

So in my previous post I stated that the fundamentals are horrible:

[ATTACH=full]195977[/ATTACH][ATTACH=full]195976[/ATTACH]

They are. I'll leave you to read the evidence yourself.

Yet...

The 'Technicals' suggest that the market may have 'bottomed' in the short term.

Fed:[MEDIA=youtube]EiHy5if2NLs[/MEDIA]

[ATTACH=full]195974[/ATTACH][ATTACH=full]195973[/ATTACH]

We are returning to QE. MBS roll off and are reinvested into UST. LOL.

QT is over.

This is a return to providing liquidity to the market. The Fed has caved again. But very quietly without too much fanfare. Possibly that was the cost...we cave, but no big fanfare that we have caved again.

Long term however, the problems are just getting worse.

10yr rates:

[ATTACH=full]195975[/ATTACH]

Bessent et al have been trying to scare money into 10yr. For a time it worked. Is that time over?

jog on
duc

<blockquote data-quote="ducati916" data-source="post: 1322464" data-attributes="member: 2975">Last week:[ATTACH=full]195970[/ATTACH]This week:[ATTACH=full]195969[/ATTACH][ATTACH=full]195971[/ATTACH]For next week:[ATTACH=full]195972[/ATTACH][ATTACH=full]195968[/ATTACH][ATTACH=full]195967[/ATTACH]So in my previous post I stated that the fundamentals are horrible:[ATTACH=full]195977[/ATTACH][ATTACH=full]195976[/ATTACH]They are. I&#039;ll leave you to read the evidence yourself.Yet...The &#039;Technicals&#039; suggest that the market may have &#039;bottomed&#039; in the short term.Fed:[MEDIA=youtube]EiHy5if2NLs[/MEDIA][ATTACH=full]195974[/ATTACH][ATTACH=full]195973[/ATTACH]We are returning to QE. MBS roll off and are reinvested into UST. LOL.QT is over.This is a return to providing liquidity to the market. The Fed has caved again. But very quietly without too much fanfare. Possibly that was the cost...we cave, but no big fanfare that we have caved again.Long term however, the problems are just getting worse.10yr rates:[ATTACH=full]195975[/ATTACH]Bessent et al have been trying to scare money into 10yr. For a time it worked. Is that time over?jog onduc</blockquote>

[QUOTE="ducati916, post: 1322464, member: 2975"] Last week: [ATTACH type="full" alt="Screenshot 2025-03-23 at 5.42.17 AM.png"]195970[/ATTACH] This week: [ATTACH type="full" alt="Screenshot 2025-03-23 at 5.42.43 AM.png"]195969[/ATTACH][ATTACH type="full" alt="Screenshot 2025-03-23 at 5.41.24 AM.png"]195971[/ATTACH] For next week: [ATTACH type="full" alt="Screenshot 2025-03-22 at 4.55.39 PM.png"]195972[/ATTACH] [ATTACH type="full" alt="Screenshot 2025-03-23 at 5.46.05 AM.png"]195968[/ATTACH][ATTACH type="full" alt="Screenshot 2025-03-23 at 5.46.38 AM.png"]195967[/ATTACH] So in my previous post I stated that the fundamentals are horrible: [ATTACH type="full" alt="Screenshot 2025-03-23 at 5.54.31 AM.png"]195977[/ATTACH][ATTACH type="full" alt="Screenshot 2025-03-23 at 5.54.45 AM.png"]195976[/ATTACH] They are. I'll leave you to read the evidence yourself. Yet... The 'Technicals' suggest that the market may have 'bottomed' in the short term. Fed:[MEDIA=youtube]EiHy5if2NLs[/MEDIA] [ATTACH type="full" alt="Screenshot 2025-03-23 at 6.05.07 AM.png"]195974[/ATTACH][ATTACH type="full" alt="Screenshot 2025-03-23 at 6.06.39 AM.png"]195973[/ATTACH] We are returning to QE. MBS roll off and are reinvested into UST. LOL. QT is over. This is a return to providing liquidity to the market. The Fed has caved again. But very quietly without too much fanfare. Possibly that was the cost...we cave, but no big fanfare that we have caved again. Long term however, the problems are just getting worse. 10yr rates: [ATTACH type="full"]195975[/ATTACH] Bessent et al have been trying to scare money into 10yr. For a time it worked. Is that time over? jog on duc [/QUOTE]

Verification