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.
As world trade goes, so goes EM…( Variant Perception)
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.
Lowflation has given a boost to valuations across assets
Article by Ritesh Jain, World Out Of Whack
