COT Blue: The Big Warning Renewed

By |2019-03-25T19:01:19-04:00March 25th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It’s seems like a very long time ago now, back on March 1 the UST curve un-inverted. While most have been focused on the 2s10s, it was the middle front of the yield curve which has been out in front signaling growing distress (liquidity hedging). The difference in yield between the 5-year note and the [...]