ByDHTaylor

Inflation drops hard and so do bond yields; the new norm

Short
TVC:TNX   CBOE 10 YR TREASURY NOTE YIELD
3
The economy is slowing. I have been saying this for a minute. Because of that price pressures are awaiting. This is the new normal. Bond yields are falling as investors adjust to the reality of a presidential administration that has no ability whatsoever to deliver any one promise and the economy's faltering.

I have been shorting the US Dollar Index lately. This trend will continue. I have also been bearish on bond yields, and that is now happening. I expect the bond yields to drop below the 2.00% soon. The Dollar will adjust. Commodity prices will follow.

And, yet, why do I think the stock market will rally?

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