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It is not pricing in interest rates above 3% either.That will...

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15/07/22

16:06

Post #: 62557758
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Originally posted by vic_wattle: ↑

1. US 10y-3m yield curve - orange
2. Global yield curve - orange.
3. US initial claims for unemployment - red
4. US LEI - orange
5. Euphoria (market sentiment) - green

1 is rapidly on the track to invert and turn red. Current spread is 0.55%. Will invert in next month or so. 2 will soon enough follow.

Central banks are trying to outdo each other. They are creating a latent financial shock in unison. World recession is not even remotely priced into equities yet.

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It is not pricing in interest rates above 3% either.
That will really upset their stock valuation models.
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