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Show Notes
We all saw a rare sight today.
10 yr yields at decade highs
Tech and risk assets were strong
Dollar Strength
Breadth
64 New highs
337 New lows
Avd decl 45% 50%
70% under 50 day
Strong open. But 10 yr was also up 2%
I noted at 10am all risk assets and the 10 yr cannot go same way for long. Someone was lying.
10:30 risk assets gave up and started selling off
4 backtests to 4368 area. Defense
Strong
Weak
Real Estate, Utilities, Consumer Defensive
What to watch
Resolution to Yields up and Risk assets up
NVDA 0.00%↑ earnings Wed
Jerome Powell Jackson Hole Fri morning
Chart Gallery
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