Check out the accompanying pdf and chart collection. (1) Why isn’t the bond yield over 1.00%? (2) Copper/gold price ratio pegs yield at 1.61%. (3) Economic surprise index should be bearish for bonds, but it hasn’t been so far. (4) Same can be said of M-PMI. (5) TIPS market still open for inflation bets. (6) Fed continues to buy all the bonds that the Treasury issues. (7) Gravitational pull from bond yields in Japan and Germany. (8) Dividend-yield model remains bullish for S&P 500. (9) China’s recovery challenged by geriatric demographic profile. (10) Some bad news and some not-so-bad news on the pandemic in US. (11) Editorial: We agree with Great Barrington Declaration on the pandemic.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →