No Fed Rate Hike: Long Bonds Lose, Short Bonds Win, and the Dollar Turns to Confetti PREVIEW Fed holds rates steady. Markets dump long bonds, pile into shorts, and send the dollar plunging into confetti. Stocks rally while inflation fears and curve steepening take center stage. No Fed Rate Hike: Long Bonds Lose, Short Bonds Win, and the Dollar Turns to Confetti PREVIEW Fed holds rates steady. Markets dump long bonds, pile into shorts, and send the dollar plunging into confetti. Stocks rally while inflation fears and curve steepening take center stage.
Big Crude Rally, Metals & Miners Climb as Treasuries and Equities Fall PREVIEW Crude oil surged 9% this week, its third straight weekly gain, while gold, silver, and miners advanced. Yields rose, TLT hit a multi-year low, the dollar strengthened, and stocks edged lower in a mild risk-off shift. Big Crude Rally, Metals & Miners Climb as Treasuries and Equities Fall PREVIEW Crude oil surged 9% this week, its third straight weekly gain, while gold, silver, and miners advanced. Yields rose, TLT hit a multi-year low, the dollar strengthened, and stocks edged lower in a mild risk-off shift.
Deflationary Signals Flash as CPI/PPI Decline, Equities Slide, and Metals Hit a Possible Low PREVIEW Retail spending weakens and CPI/PPI turn negative while bank credit growth slows. Equities retreat and metals sell off, yet early technical signals hint at a potential bottom. Deflationary Signals Flash as CPI/PPI Decline, Equities Slide, and Metals Hit a Possible Low PREVIEW Retail spending weakens and CPI/PPI turn negative while bank credit growth slows. Equities retreat and metals sell off, yet early technical signals hint at a potential bottom.
Heating Oil Rallies 11.6% as Bonds Sell Off for Second Week and Metals Turn Mixed PREVIEW Heating oil surges 11.6% while bonds decline for a second week amid rising rates. Metals end mixed with copper gaining and silver pulling back. Heating Oil Rallies 11.6% as Bonds Sell Off for Second Week and Metals Turn Mixed PREVIEW Heating oil surges 11.6% while bonds decline for a second week amid rising rates. Metals end mixed with copper gaining and silver pulling back.
Weak Payrolls, Record Disability, Booming Health Services, and a Potential Metals Low PREVIEW Weak payrolls missed expectations with big downward revisions, as record disability hits new highs and health services boom. Are metals signaling a low? Weak Payrolls, Record Disability, Booming Health Services, and a Potential Metals Low PREVIEW Weak payrolls missed expectations with big downward revisions, as record disability hits new highs and health services boom. Are metals signaling a low?
AI Props Up GDP (for Now) as Risk-Off Emerges: Dollar and Long Bonds Rally, Gold/Silver Ratio Spikes PREVIEW AI spending drives most US GDP growth, but classic risk-off signals dominate: Dollar and long bonds rally as risk assets, silver, and miners sell off while the Gold/Silver Ratio spikes. AI Props Up GDP (for Now) as Risk-Off Emerges: Dollar and Long Bonds Rally, Gold/Silver Ratio Spikes PREVIEW AI spending drives most US GDP growth, but classic risk-off signals dominate: Dollar and long bonds rally as risk assets, silver, and miners sell off while the Gold/Silver Ratio spikes.
Warsh Ignites Dollar Rally, Rate Hike Likely Coming, and Energy Prices Plunge (For Now)” PREVIEW Warsh ignites a powerful dollar rally as rate hike odds rise and energy prices plunge. Markets react sharply to the new Fed regime. Warsh Ignites Dollar Rally, Rate Hike Likely Coming, and Energy Prices Plunge (For Now)” PREVIEW Warsh ignites a powerful dollar rally as rate hike odds rise and energy prices plunge. Markets react sharply to the new Fed regime.
‘Booming’ CPI and PPI, Trump Deal Thursday Sparks Metals Rebound, Bonds Hold Solid PREVIEW Hot CPI and PPI data hit this week, but Trump Deal Thursday sparked a metals rebound as bonds remained solid amid booming inflation. ‘Booming’ CPI and PPI, Trump Deal Thursday Sparks Metals Rebound, Bonds Hold Solid PREVIEW Hot CPI and PPI data hit this week, but Trump Deal Thursday sparked a metals rebound as bonds remained solid amid booming inflation.
Strong Payrolls Spark Dollar Rally as Metals and Equities Plunge PREVIEW Strong payrolls fueled a sharp dollar rally this week, while metals and equities plunged in a clear risk-off move. Strong Payrolls Spark Dollar Rally as Metals and Equities Plunge PREVIEW Strong payrolls fueled a sharp dollar rally this week, while metals and equities plunged in a clear risk-off move.
Equities, Bonds, Gold & Miners Rally as Energy Gets Slammed PREVIEW Equities, bonds, gold, and miners rallied strongly this week, while energy got slammed. A clear risk-off signal emerges amid mixed markets. Equities, Bonds, Gold & Miners Rally as Energy Gets Slammed PREVIEW Equities, bonds, gold, and miners rallied strongly this week, while energy got slammed. A clear risk-off signal emerges amid mixed markets.
by sand_puppy 
