This is the video recording of our August 2nd Monthly Charts Live Strategy Session
Investors Peg the Fed
From the Desk of Ian Culley @IanCulley
FOMC meeting?
No worry, beef curry!
The markets barely flinched after the Fed raised interest rates – again.
Honestly, I didn’t tune in to the press conference. I prefer to focus on the tape.
So you won’t get a rundown of Jerome Powell’s forward guidance, or lack thereof, from me.
I can only relay the information provided by the market.
Obviously, the rising-rate environment remains intact amid sustained inflationary pressures – “higher for longer.”
We can all agree on that.
The true value from Wednesday’s events resides beneath the headlines…
Here’s Why Bonds Just Got a Lot Cooler
From the Desk of Ian Culley @IanCulley
Bonds are breaking out!
Yes… Bonds!
No, I’m not talking about US Treasuries. Those “risk-free” assets have plenty of work to do before I can take an informed long position.
I’m referring to corporate bonds. Remember, companies have numerous ways to raise capital besides selling shares – bonds being one of them.
But they’re not your run-of-the-mill corporate bonds flashing a buy signal…
July Mid-Month Conference Call: 5 Key Takeaways
Monday night, we held our July Monthly Conference Call, which Premium Members can access and rewatch here.
In this post, we’ll do our best to summarize the call by highlighting five of the most important charts and/or themes we covered, along with commentary on each.
Let’s get into it!
Dumb Money Hates Bonds
[Premium] Mid-Month Conference Call Video Recording July 2023
This is the video recording of the July 2023 Mid-month Conference Call.
End of the Bond Bull? Not so fast….
Will the 10-Year Yield Print 5.25% by Christmas?
From the Desk of Ian Culley @IanCulley
“Sell the two… Utah! Sell the two!”
I’ve parroted my bond outlook during internal meetings and across our Slack channels in recent weeks, partly in jest but mostly to highlight the underlying uptrend in rates.
Honestly, I’m not crazy about selling the short end of the curve, though I believe there’s a trade there.
Instead, there are far better opportunities with longer-duration bonds.
Shorting bonds isn’t the most popular play with the Fed and the dollar and the CPI…
But that makes me like this trade even more, especially when I put the headlines and the dominant narrative aside and simply focus on the charts…
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