The marker is retarded. How in the world is this positive for economic growth? The 10yr bond is now 2.33%, up from 1.75% — based upon a theory of inflation. Hell fucking oh, show me the inflation.
If there was real inflation, wouldn’t we see it in the CRB index? Of course we would. Now look at the chart. Do it now.
Lastly, we have the dollar index ripping higher by another 0.3% today — 15 year highs. How in the actual fuck is this good for XYZ corp exporting widgets overseas?
The market doesn’t know it yet, but this is all very CALAMITOUS for the economy. Are you familiar with the economy? That’s the thing the market used to be based off of, before the era of Central Bank fuckery of the first magnitude.
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could all be because of Trump administration/policies that will bring about inflation? Particularly the trade tariffs and exiting Nafta, etc. Will this not result in enormous price increases and if same goods made in America – same result.
Obviously, he isn’t in yet and there is no certainty that he won’t become infected in the swamp and not follow up on his promises?
Tariffs are bad. Short term results can be seen. Long term results cannot.
Example:
Short term = USA starts being competitve due to tariffs.
Long term = USA is making things only because of a false market created by tariffs.
More USA jobs but also misallocation of capital into non competitive industries unless there is false support.
That’s the trick with global manufacturing. If the Gov subsidizes $F to keep plants in USA then that subsidy is a tax on everyone else for the benefit of $F. However the news will only report the benefit to $F and it’s workers and will never report about the taxes put in place for subsidies because they are hidden (or more realistically $ printed).
According to Mike Norman the dollar is topping. Sees at least the next 4 years of dollar dropping.
the terms for this post would be:
decoupled “markets”…….. grossly so…
they will know when we hit 120 next year.
Commodites are fairly low now aren’t they fly? Can they possibly go up going forward? Can copper be possibly a breakout? Can the psychology of lower for longer finally turn? Can the 30 years bond market possibly ever top, ahead of actual inflation? Can negative yields everywhere possibly be a sign that we have reached absurd levels? Can record level of debt and money printing be possibly become a negative for bonds eventually?
For you the answer to those questions and many more are an obvious no. And you called everybody not sharing your view a moron. It is your “no brainer”.
Well guess what, if you’re wrong here, noone of significance will ever read you again. GL to you sir.
What the hell are you talking about?
“noone will read you again”
This is the best you can muster?
Sounds like a trolling shooting star burning out in an atmosphere of bullshit’
Just as low borrowing rates are deflationary- increasing rates are inflationary. The market maybe pricing in a December hike, I know I am and backing it up by putting my money where my mouth is. $TLT puts and cash. My U.S. Dollars are up what, 7% since Election Day?