Novo ciclo decanal se formando no mercadoSe analisarmos os 3 mercados, Títulos americanos da divida pública de 10 anos (no topo), Ações (linha verde) e Commodities(linha amarela), perceberemos como está se formando um novo ciclo de 10 anos de baixa, assim que os títulos começarem a cair, iniciará esse novo ciclo. Este tipo de ciclo de merc
Bond market is anticipating Powell to go full volcker?Erm?! Powell reigns from the school of hard knocks he's conditioned/ a Paul volcker fan boy. Traditionally when inflation is the problem yes there's a time to tilt hawkish in this scenario disinflation is the problem. If they come out swinging in the mins.. it'll be a drastic mistake. If they don't
how to defuse the bombtheres a short amount of time to defuse the bomb. bonds and fic are reflecting the reality of the situation in china ie. when china devalues they import inflation and export deflation. hawkish retoric needs to calm down if anything we need dovish language, the pboc needs to step in and get their cur
the bond market says mr. powell, "you maaaaaaaddddd"this spike in treasury vol is due to repricing of rate cut expectations. yesterday post powell rate cut expecations for sept were roughly 30%. post trump/repricing. we're at 70-80% odds for another quarter point cut in sept. congrats el 'presedente you did it
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