Andreas Thiel
Silver Contributor
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Another narrative that deserves to be mentioned explicitly:
The inverted 10 year US treasury rates and equities (like NASDAQ) usually correlate when the main plays are inflation / deflation plays.
The recent divergence might mean that market participants focus more on recession indicators now, so we might see weaker reactions like, for example, bounces in the case of inflation related news like a weak jobs report. The recession fear might beat the hopes for a shift in the monetary policy in the near future.
The inverted 10 year US treasury rates and equities (like NASDAQ) usually correlate when the main plays are inflation / deflation plays.
The recent divergence might mean that market participants focus more on recession indicators now, so we might see weaker reactions like, for example, bounces in the case of inflation related news like a weak jobs report. The recession fear might beat the hopes for a shift in the monetary policy in the near future.
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