— Christophe Barraud🛢 (@C_Barraud) August 8, 2020
Real yields can’t move much lower?
They got as low as -5% in the 70s.
That was also during two major bull markets for gold.
Historically indebted corporations & governments can’t take higher yields.
Monetary & fiscal stimulus are here to stay. pic.twitter.com/FmPu4OAcYY
— Otavio (Tavi) Costa (@TaviCosta) August 7, 2020
21 dma of ETF put/call ratio pic.twitter.com/6VRcCo7Z7F
— Helene Meisler (@hmeisler) August 8, 2020
Hedge Funds ramped-up their bearish Dollar bets. The aggregate USD short position reached $28.9bn, an increase of whopping $4.455bn, effectively back to peak USD bearish levels seen in 2018 and 2012, Scotia says. Euro is primary vehicle being used to express negative Dollar view. pic.twitter.com/nI3zLZtNrM
— Holger Zschaepitz (@Schuldensuehner) August 8, 2020
Activity in emerging markets excluding China remained 35% below the pre-virus level at the beginning of August, according to Bloomberg Economics high-frequency data. pic.twitter.com/juRkot1JuI
— Daniel Lacalle (@dlacalle_IA) August 8, 2020