Market Analysis

Ignore the 10’s Minus 2’s Yield Curve Nonsense

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The fickle and herd-like nature of the financial markets is on clear display right now, as conversations about the yield curve again take center stage. Last week, the 10-year note yield momentarily dipped below that of the 2-year yield (it did not close below that mark) and this has set off a frenzy of commentary that in my opinion, is completely misplaced.


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Posted in: China Commodities Dow Theory Gold Oil Yield Curve

Take That, China

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In last week’s commentary I mentioned that the Treasury does a biannual review on the currency practices of foreign governments. In five such reviews under the Trump administration, the Treasury department has declined to label China as a currency manipulator. That all changed yesterday.


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Posted in: China Dollar Gold PMI Data Trade Yield Curve

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