10Yr ZN - Wandering Bishop - ROCs
Enraged Evergrande Investors weild Laterns and Pitchforks.
The carnage for hostages provides a demonstration to our thesis for Banking and Bonds.
Perhaps a soft default in October when the Government runs its tap dry temporarily.
Further evidence, things are not well at all.
The chart illustrates the First Accident 2020 Covid Event. The second, required YCC to
brings circumstance out of control with 10 yr ROCs spiking at the fastest rate in History.
Perhaps the 3rd time pushes on through into the Bond Kingdom Revolution.
We shall see, we continue to build the Big Lick for Bonds.
The carnage for hostages provides a demonstration to our thesis for Banking and Bonds.
Perhaps a soft default in October when the Government runs its tap dry temporarily.
Further evidence, things are not well at all.
The chart illustrates the First Accident 2020 Covid Event. The second, required YCC to
brings circumstance out of control with 10 yr ROCs spiking at the fastest rate in History.
Perhaps the 3rd time pushes on through into the Bond Kingdom Revolution.
We shall see, we continue to build the Big Lick for Bonds.
Comment:
DX strength shows up at eactly the wrong time...