Soaring US yields trigger the wrecking ball effect as yields become a source of volatility for risk, rather than a source of support
Stocks recover as Fed Chair Powell says, "The job is not done"; Oil's raging bull and FX's roaring commodity currencies
In January the Fed needed to put the Taper Genie back in the bottle; now they need to convince the short end crew to back off repricing the Fed Funds strip
It’s the running of the bulls in the oil complex; Tech sector valuations flash red versus higher US bond yields; BTC weathers the wrath of Yellen
After a week of heated debates, it’s becoming apparent that reflation will likely be the central theme of 2021.
Inflation risks pushing yields higher continues to weigh on the equity rally; "The day after" sees oil prices bouncing higher; BTC sucks the life out of Fort Knox
Equity inflation correlations turn from sweet to sour; Oil is down as the Texas polar vortex is forecast to end
Investors are starting to see a light at the end of the tunnel, but the pandemic is far from over.
Improving Covid-19 trends and robust economic data allow investors to turn their attention to updates on reopening timelines