“Look at that widening divergence between the S&P 500 and the 10-Year Yield... not great.”
- @barchart.com
- @barchart.com
Comments
I'm in healthcare and don't know economics like some but even i know what dying looks like.
They’re starting to say, “yeah, not lending you money.”
Well.
Fuck.
What does this portend and why?
Chart is 2 days old:
“Dolor et cruciatus tui intolerabiles et sine fine sint.”
“May your pain and suffering be unbearable and never-ending”
The scaling of the axes is not salient in this case.
Trump has imposed tariffs, and then reversed them, or at least indicated that he's willing to back off, within a week. How can the markets have faith in his decisions, or what he says, moving forward?
After all, he made a show of saying that this is what he's wanted to do for 40 years.
If the US Treasury is no longer pegged as the “risk-free” asset what happens next?
You shouldn't ever expect stagflation without an exogenous shock.
#MAGAIdiots
Cartel capitalists want the US$ low to make products cheaper for trade. Sure.
But the risk is that the US$ is driven from 'reserve' status to be replaced by Euro &/or Renminbi. Junk currency.
China is stalling its bond retaliation.
New American tariffs took effect at midnight. As of 5:00 am ET, global stock markets are trading in a narrow band.
🟡 US indices are mixed before the opening bell.
🔴 European bourses are down at midday.
🟡 Asian equities closed mixed.
https://youtu.be/hiIYE6ymPtE?si=DHiSppyFSEiOYv1A
That's not just a metaphor, it's full dang allegory
#planestupid
Not just say stocks down is bad
I’d fail this slide 🛝
Well played! 🤨😉🤣
It’s maybe more flimflam. Or maybe very correct. Clarity is needed.
I’m being a nerd 🤓
I'm just kidding. Americans aren't gonna be allowed to vote much longer.
(look for the slimy one crawling on top of everyone else)
Manufacturing wasn’t down under Biden.
Trump’s guy lied about what happened then.
Torn apart by experts — there’s data to see.
Team Trump can’t defend his nutty decrees.
The question will be what not who will give way first.
Warren Buffett
who is it going to be?
SURELY not!
of the US Govt
is now trump tarnished.
International investors will
dump US Treasuries
for the 1st time, ever.
Over next 3mos, Boards around the world will re-write investment charters & policies to reduce/eliminate exposure to the USA.
We are no longer riskless.
Venezuela tripped an hit their collective heads on the kitchen floor.
trump’s USA is plunging from the roof of the Nakatomi Tower.
2025: They're selling the stocks, they're selling the bonds!
Your life as well as the life of this country is in Trump's hands.
But, you are not alone in asking that question.
We are all going something entirely new and different than we have ever experienced in the past.
imo
Selloff of foreign held treasuries,
Panic and a complete market wipeout…
are intersecting with…
the insurrection act in 12 days.
never saw that before
and im 78!
Economist Stephen Miran, Trump pick for chair of Council of Economic Advisors, raised the possibility that Trump could use the threat of tariffs to persuade foreign govts to swap their Treasury holdings for lower-cost century bonds.”
https://www.reuters.com/markets/us/markets-wrestle-with-trumps-unconventional-debt-ideas-2025-03-05/
That would be something you threaten with that Trump couldn't counter.
If every country called in its debt markers, guess which countries have the most debt Vs GDP?
When people talk about the deficit, it's almost all the various bonds plus banks the US owes.
Borrowing to run the budget only works if people will buy your bonds. If nobody wants them because they worry you can't pay the yield (IE "the interest on the national debt" - that's mostly the yield
Seriously, this is how your country's credit gets downgraded over and over.
However, when the government is in distress, this debt is no longer risk-free and interest goes up.
People are ditching USD, too. They're buying EUR.
There's far too much bull shittery going on to make any sort of case for why the US isn't circling the drain.
That’s why capital isn’t going to the “risk free” Treasuries.
This is what happens when arrested-development adolescent trolls elect a troll-in-chief who should be performing a Don Rickles insult-comic routine in a Vegas lounge, not running US.
1) anyone is bothering to sell you goods (Vis a Vis Landrover putting "shipments on hold")
2) anyone actually BUYS anything imported into America. And Trump just more than doubled ALMOST EVERY MANUFACTURED ITEM ON EARTH into America.
Look around any room.
Find
I mean...chemicals, paint, tools, factory equipment (or that equipment was made with Chinese tools or equipment!), internet equipment, phones, electricity infrastructure, etc
I don't begrudge China.
Two months from now will be way bigger declines. Lots of small businesses are going to be wiped out in that time unfortunately
The difference is we have other options, we're not at war with the world, so we can take our business to China, India, Canada, Mexico, SA etc.
The US is tariffing everybody (and the penguins).
No options
Look at Gold. It was going bonkers and moving like crypto for a while. It’s since cooled but not dropping. There is no real safe haven for cash unless it’s simply out of the market or just gone. That’s my understanding anyway, please correct me if I’m wrong.
The EU is looking at the massive growing sinkhole and stepping discreetly away. Look at the cancelling F35 contracts, to replace with European hardware.
Takes forever to build, moments to lose, and never fully returns
This is on every single Trump voter and every protest voter/non-voter who should’ve known better
Sorry but that argument doesn't let MAGA/Uncommitted/couch-sitter off the hook.
Y'all did this. And you're going to pay the price for it just like the rest of us.
The preoccupation with complaining about Dems is getting old, especially right now. Voters have agency, in particular those who knew better but thought they’d teach everyone a lesson by protest voting/staying home