We could have some real pain ahead for some stocks. Five different kinds.
It was all 'fun and games' when the long end of the yield curve was rising, but when the 5-year Treasury yield started to move higher, that caught the Fed's attention.
All eyes will be on the Fed during their March FOMC meeting. It remains to be seen what they do next.
The equity markets got bopped in the nose Thursday and were sent reeling.
Low borrowing costs have fueled the boom in stocks, and higher borrowing costs can just as surely kill it.
Cryptos and cash are both headed for a real fight. For their own existence.
The reopening of the economy combined with pressure on bitcoin and SPACs is triggering a broad selloff here on Tuesday morning.
This money spigot is very unlikely to be shut off any time soon.
I want you to think about how quickly the long end of the U.S. Treasury curve is moving.
With new liquidity about to pour in, it remains to be seen how will it affect equities, risk assets, and more importantly, money markets.