US Treasury curve

We now have the entire US Treasury curve below the Fed overnight rate

It’s official. US 30-year yield just inverted vs. the Fed funds rate! Same warning ahead of the GFC, tech bust, Asian crisis, S&L crisis, and 1980’s double dip recessions. The only false signal, 1986. (Tavi Costa)

Q2 hedge fund letters, conference, scoops etc

We now have the entire US Treasury curve below the Fed overnight rate.

 US Treasury curve

As world trade goes, so goes EM…( Variant Perception)

 US Treasury curve

Challenger Job Cuts Add a Support Pillar to Gold Foundation — Steadily increasing Challenger job-cut announcements support expectations for Federal Reserve easing, pressuring the dollar and adding support to appreciating gold prices.

US Treasury curve

Lowflation has given a boost to valuations across assets

US Treasury curve

Article by Ritesh Jain, World Out Of Whack


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