Yields breaking to multi-month highs because the market is worried about Trump's tariff's stoking inflation. Equity futures up because uncertainty is being taken out of the market. Trump has this. Question becomes: how high do yields need to go before equities break?
Trump tariff's stoking inflation? Don't worry. Trump will fire the Fed Chairman Powell. Trump will declare himself the Fed chairman. Then he can adjust the interest rate anytime he wants. With Trump, nothing is impossible. Also, the vaccine companies should get ready to close down.
inflation expectation is back, debt service is more than military spending this year even fed can’t afford not to cut rates. equities are on a shaky ground, be very afraid.
When inflation is back, when debt service is more than military spending, when Fed can't afford not to cut rates, when equities are on shaky ground, it means there will be tons and tons and tons of trading opportunities. Traders are looking forward to a bountiful harvest. BUT why are you very afraid ?!?!?!?! Why are you running away from trading opportunities?
I don't think they can ever turn the V machine off. Just don't see volatility ever really retuning. This is the new normal.