Check out the accompanying pdf and chart collection. (1) Stephen King’s first horror novel. (2) Bond Vigilantes have something in common with Carrie. (3) Bond, Dow, and Dollar Vigilantes. (4) The CRB index is bullish for Emerging Markets, commodity currencies, and materials stocks. (5) Red metal is bullish on Red China. (6) Copper/gold price ratio is bearish for bonds. (7) The Fed’s Carrie trade is keeping bond yield under 1.00%. (8) Public pension funds are significantly underfunded according to Fed data. (9) A political problem that may require a political solution.
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