Can We Use Net Liquidity to Predict The Market?
A a metric based on a calculation of Net Liquidity suggests that the SPX is now over 300 Points “Over Valued” which represents the largest…
Month: August 2022
Treasury yield curve inversion and cycle model signal trouble for stock markets
The following chart shows the 10 year US treasury minus the 1 year treasury spread curve in blue. The current yield curve is negative which…
Have Stocks & Bond Markets Seen The Lows for This Year?
In short, NO! We’ve seen US Stock Indices rally strongly higher off the Mid June 2022 lows in tandem with US Bonds. The conditions were…