Trade ideas
ZN - 10 Year Note / Lows of the Year Tested @ 1.612%Substantial Further Progress in Trade.
$120Billion in Taxpayer's Future Monies down the drain.
Job Creation does not come from the Prop in Equities.
Share Buybacks do not create Jobs nor do they have a lasting
effect upon Economic Activity.
They do, however - create issues for Bond Holders as Inflation
takes hold and remains persistent.
Wall Street fooled everyone - Steve Van Metre fans included.
Amazing
Will the markets meltdown and hammer the bulls as yields rallyThe action has been very heavy this week and major indexes have been pressured lower. There is a lot for bulls to think about and many will be getting nervous. Will the FED come to the rescue again??....and will the Dip Buyers provide support again. In the video I take a look at my key markets and how I am approaching the current market action. I look at US 10-year bonds, the USD, SP500, DOW, Nasdaq and the ASX200.
ZN - JPY/DXY - Trouble in AsiaWith DX Strength coming from the JPY Pair...
The Red Swan continues to build from our months
long indicated Vector - China.
The CCP announced they will only bail out Domestics.
ETF Passives hold, indirectly, a far larger stake in
China's Economy then is openly acknowledged.
Never has the South China Sea - been this active
militarily.
TSML... in questions as to how that evolves.
The 6e is weak, very weak. It has yet to break the
.382s on RTs.
FX dislocations, as indicated - are here.
8 AM EST will set the tone trade for the Longer End
of the Bond Curve.
ZB has been far more reliable in providing indications
as to how Participants are positioning.
The Flight to Bond Safety is coming into question again
as Bond Holders are challenging the FED's narrative:
"There is no Inflation IF we remove it from our Models"
Genius Jerome, there are some statements during the press
conference... He should simply give up on these PR stunts.
They have become a complete and total F A R C E
ZN - 10 Yr Note - Continued Move to Higher Yields - ZN TLT ZBTLT is beginning it's terminal phase for the next decline.
We Sold to Open TLT this morning, taking our First Position
at our Target, with further Sells to 150s Set.
Out dated Maturities, we have been suggesting for the past
month are due for a large correction in Yields.
Day to day noise is just that... Noise.
Bond HODLers are convinced they have it figured out.
They clearly do not or they would not be supporting an enterprise
steeped in criminal activity.
3 Fed Members have now been admitted to Front Running Markets
for their own Benefit.
CONfidence inspiring.
ZN - 10 Yr Note - Continued Move to Higher YieldsThe Bond Markets are revolting once again.
Taper or not, doesn't matter, Inflation has taken
hold.
Either way the FED is being challenged.
Heads they lose, Tails the lose.
Expectations are what they are...
Demand Push, Supply Pull.
Demand Pull, Supply Push.
C O S T Strangles.
Jerome is done.






















