Monday, November 16, 2015

"The 'Conomy Is A Detail. To Be Outsourced"

"Bond traders have not been this speculatively short Treasuries since early 2010"




ZH: Nov. 16, 2015
The Last Time Bond Bears Were This Short, Yields Collapsed

Thirty year Treasury yields (red) with 1 Year treasury yields: 
It used to be that they peaked at the same time. In this fake "cycle", 30 year yields peaked back in 2010 and of course short-term interest rates are rising...what could go wrong?



Inflation protected bonds (TIPs) are saying that deflation is back at Lehman levels...



Wall Street is too focused on year-end bonus to worry about risk...
Average stock (red) with short-term interest rates...