D&D Note (4.23.2018) ~ 10YR Yield Hits 2.975% Markets Pause ~ Monday saw Treasury Yields spike again with the 10YR yield hitting 2.975%. We are undoubtedly moving into a new trading range were 3% will be come the new floor. The new “shock” level to spark equity declines could be around 3.3% to 3.4% with … Continue reading
D&D Note (4.20.2018) ~ Apple + Yields + Friday = Selloff ~ Once again for 4th time markets have not been able to avoid a Friday selloff with investors unwilling to go long into the weekend. The main themes of the day were Apple falling with iPhone concerns dragging down the DOW, and yields from … Continue reading
D&D Note (4.12.2018) ~ Banks Lead Market Rally ~ Easing geopolitical tensions helped the markets to rally today. Yesterday investors digested the FED Minutes, where all members see higher GDP and inflation, more rate hikes, and saw trade war as downside risk. The Financial sector led today ahead of tomorrows big earnings from the banks. … Continue reading