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Micron And The Memory Trade Look Bulletproof: This Analyst Says A 5% Yield Cracks Them
Monday, June 8, 2026 - 3:47pm | 1102Read More...The most important chart on Wall Street right now isn’t Nvidia Corp. (NASDAQ:NVDA) or Micron Technology Inc. (NASDAQ:MU). It’s the yield on the two-year Treasury note. According to John Roque, technical analyst at 22V Research, the front end of the Treasury curve has become “...
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US Debt Bomb: Treasury May Need Over $2 Trillion From Markets In Fiscal 2026
Friday, May 8, 2026 - 7:35am | 558Read More...The U.S. Treasury may need to borrow more than $2 trillion from private markets in fiscal 2026, according to the Treasury Department's latest Quarterly Refunding documents released Wednesday. Primary dealers surveyed in the Treasury presentation estimated privately-held net marketable borrowing at...
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Previewing Today's 'Most Important Jobs Report' — What It Means For Bitcoin
Friday, January 10, 2025 - 8:48am | 545Read More...Ivory Hill Wealth founder Kurt S. Altrichter predicts three possible scenarios how markets could react following today’s unemployment data report. What Happened: In a thread posted on X on Jan. 8, Altrichter outlined three potential scenarios: A “too hot” report triggering a...
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Peter Schiff Counters Bitcoin's Safe Haven Narrative Amid Forecast Of Impending Fiat Train Wreck: 'There Is No Riskier Asset'
Thursday, January 9, 2025 - 8:00am | 596Read More...Renowned economist and market commentator Peter Schiff labeled Bitcoin (CRYPTO: BTC), the world’s largest cryptocurrency, as the riskiest asset on Tuesday. What Happened: Schiff took to X to voice his concerns about the leading digital asset, stating, “There is no riskier asset...
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Mohamed El-Erian Says Rising Bond Yields Driven By Pro-Tariff Administration Picks And Expected Bond Issuance Surge
Wednesday, November 13, 2024 - 9:52am | 772Read More...The U.S. Treasury yields have priced in the expectations of higher Consumer Price Inflation as the two-year bonds declined, with the yields rising to 4.34%, on Tuesday. These yields have risen the most since July 2024, as per Bloomberg. The ten-year yields followed and rose to 4.40% as well. Few...
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'Capitulation Breeds Buying Opportunities': Jim Cramer Says He 'Killed It' Buying Stocks When Others Fled — And Now He Sees Plenty Of Reasons To Own Them
Tuesday, October 3, 2023 - 10:02am | 764Read More...As Treasury yields continue climbing, the stock market seems to be taking a break. But according to CNBC's Jim Cramer, this pullback in stocks could represent an opportunity for investors. In a recent "Mad Money" segment, Cramer explained why rising Treasury yields have been causing problems for...
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Biden, McCarthy May Have Agreed On Debt Ceiling But Here's Why A Barrage Of T-Bills Is Bad News For Households
Sunday, May 28, 2023 - 9:28pm | 470Read More...With President Joe Biden and House Speaker Kevin McCarthy reaching a tentative deal on the borrowing limit, the bond market's concerns seem to have shifted from the possibility of default to the deluge of Treasury Bills expected to hit the market, impacting short-term borrowing rates. The Treasury...
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Friday's Market Minute: Hyperinflation Risk Peaked. Inflation Risk Did Not.
Friday, July 9, 2021 - 10:05am | 852Read More...One common explanation for why Treasury yields have fallen the last few months is that inflation risks have peaked. In terms of the magnitude of possible inflation, that seems logical; i.e., peak inflation will prove to be the 5% CPI we’re expecting for June, which likely marked the apex of...
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Check Your Engines: Major Indices Come Under Pressure From Falling Yields
Thursday, July 8, 2021 - 10:13am | 2294Read More...The “check engine” light flashed on the rally’s instrument panel this morning. That little oil can icon looks to be glowing as well. A wave of selling hit the market overnight amid fears that falling yields could suggest economic slowing. This followed a downturn in European and...
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Thursday's Market Minute: The Playbook Isn't Working
Thursday, March 5, 2020 - 11:23am | 326Read More...A monster rally in stocks yesterday is once again giving way to more selling this morning. Wednesday’s move was no doubt impressive, but was missing some of the key ingredients bulls are looking for – namely, leadership in a sector other than utilities and real estate, which trade...
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Selloff Resumes, With Bond Yields Hitting New Record Lows As CDC Virus Report Spooks
Tuesday, February 25, 2020 - 6:06pm | 2307Read More...A few green shoots sprouted this morning, but they quickly got snowed under by a coronavirus blizzard that just won’t let up. Most of the major indices fell more than 3% Tuesday, and the S&P 500 Index (INDEXSP: .INX) is down nearly 8% from its all-time high set a week ago. The...
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Sour Finish: Stocks Dive, Led By Hotels, Airlines, As Fears Of Coronavirus Impact Increase
Friday, January 31, 2020 - 5:48pm | 1595Read More...Markets hate uncertainty, and that’s exactly what they’re dealing with as coronavirus spreads. Fears got exacerbated Friday as investors looked ahead to Monday’s re-opening of Shanghai stocks after more than a week off. A lot of it comes down to what might happen this weekend and...
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Despite Tariff Fears, Market Shows Signs Of Resilience As Retail Earnings Continue
Thursday, November 21, 2019 - 10:40am | 2241Read More...Are the “three horsemen of risk” ready to ride again as trade worries push the market around? It looks like a “definite maybe” after a report from Reuters Wednesday that the “Phase One” trade deal might get delayed to next year. Volatility, bonds, and gold—...
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Tuesday's Market Minute: Volatility Reprieve
Tuesday, August 20, 2019 - 9:46am | 449Read More...U.S. Treasury yields rose sharply on Monday after a difficult week for stocks and bonds, which on Wednesday sent what many see as a recession signal when the spread between the 2-year and 10-year Treasury yields inverted. The Yield Curve has steepened over the last two sessions and stocks have...
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Wednesday's Market Minute: Free Lunch, Courtesy Of The Yield Curve
Wednesday, August 14, 2019 - 9:47am | 374Read More...One way to view markets is that they are one giant feedback loop. A reflexive echo chamber, per the description of legendary investor George Soros. And, boy, is today's echo loud. While the Treasury market yield curve has been flattening for months, the final straw for economists landed this...
















