Macro Digest: Is the fixed income market telling us where stock goes next? Death cross in 10 yr means?

Subject: Must read... What the 10-Year Death Cross May Mean For Stocks

 

http://www.peaktheories.com/what-the-10-year-death-cross-may-mean-for-stocks.html

 

 

 

 

I use similar model based on monthly. Very few signals.... Very good direction indicator...

 

 

 

 

A lot of you questioned me when I pointed out the math would in itself lead to this cross over back in early 2014.

 

False breaks happens but considering  world of no new demand,  falling current account deficits from big spender USA... And a China which again is expanding supply not demand (PMI service lowest in history this morning... Hardly a consumption lead economy).... Growth is about to collapse in h2...And I didn't even mention geopolitics

 

Was in London yesterday.... Market is so one sided and complacent I feel a need to scream..... Watch out!!!!

 

Safe travels

 

Steen

 

Med venlig hilsen  |  Best regards
Steen Jakobsen  |  Chief Investment Officer

 

Saxo Bank A/S  |  Philip Heymans Allé 15  |  DK-2900 Hellerup
Phone: +45 39 77 40 00  |  Direct: +45 39 77 62 23  |  Mobile: +45 51 54 50 00

 

Research: http://www.tradingfloor.com/traders/steen-jakobsen

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