Will Treasury and banks utilize RRP to help raise liquidity at the US Treasury
Credit Card Defaults Last rose 1994, 2006, slowly in 2016 and now a rapid incline of delinquency rate of 2.77%. I do foresee this trend to continue to the upside. The momentum of higher rates has contributed to the pressures. The rise may not be linear but the upside certainty appears to reach 3.25-3.5%. We'll keep monitoring
What Major Event will occur to force thirst for US and G20 Treasury Bonds? It's happening soon. I wish I had a crystal ball to say what will cause it, but it'll happen. We're almost there IMO 5.19-5.25% topline target - then I hope in whatever this Market or world event will force yields to go back down to 3.19-3.25% Before eventually continuing back up in the...
The Euro will need to devalue itself against the dollar. If US companies have not repatriated some assets back to the US at the time prior to tariffs, they should do so now. Strength of the dollar should continue into the next decade.
Bitcoin should soon find support once again at the blue line (50 Day MA) then bounce. My main concern is the 100 Day MA. Its aggressively downsloping which tends to indicate downward pressure. I know in this pattern, we tend to retest lows. This usually is the case to suck in the bears. That would confidently maintain it's long-term support trajectory and yet hit...
Targeting FED Draw down towards 7.75 Trillion which equates to a 1.215 Trillion run off of the balance sheet. Coinciding well with the RREPO as the cushion
I anticipate 30 Year Mortgage rates have a clear ceiling towards 7.63% then hover for a bit sideways. I believe the avg for this decade 2030 will the new norm at 5%
3 prior periods of Stagflation 1880-1899 1907-1926 1966-1981 2022-2032? SP:SPX
To determine my long term position holdings (when to add & sell short to collect premiums) We can tell that Bitcoin certainty is not a safe haven investment in this market cycle as Russia confirms crossing into Ukraine with armed military as a peace keeping force. Bitcoin and alt coins sold off instantly again. We bounced off the 3 day 200 MA support (For now) But...