Watching the 3 mo and 2 year very closely. I think this is an indicator for a recession and not the 2 and 10's because it shows more that the short term risk is outweighing anything mid term.
Everything is is wishy washy with definitions now a days lol but this is going to be the icing on the cake for confirmations.
Looking at the dollar strength we had a little pullback buts its ready to resume higher putting more weakness on emerging markets and currencies and also US equities.
Looking at UVXY and the VIX i think that the 20 range for the vix is a newer normal in this market environment though UVXY is going really low now and almost oversold on the daily compared to where we are at in this little "recovery" thats been taking place.
a lot to digest in the macro perspective and we'll see what the terminal rate will end up being for the FED. exciting times.
That's all folks.
Everything is is wishy washy with definitions now a days lol but this is going to be the icing on the cake for confirmations.
Looking at the dollar strength we had a little pullback buts its ready to resume higher putting more weakness on emerging markets and currencies and also US equities.
Looking at UVXY and the VIX i think that the 20 range for the vix is a newer normal in this market environment though UVXY is going really low now and almost oversold on the daily compared to where we are at in this little "recovery" thats been taking place.
a lot to digest in the macro perspective and we'll see what the terminal rate will end up being for the FED. exciting times.
That's all folks.
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