Short Term Trading Week Starting: 26 November 2018, page-71

What is the relevance of plotting the T-bond yields against other indexes if there isn't any correlation?

Could it possibly be that the 'consensus' have it wrong...?
Wouldn't be the first time for this.

Not having a go at you personally @48&34 but could it be that everyone still wants to be long the market, heading into a bear market?


The Fed comments 'rally' was short lived anyways, with US indexes closing down just below open..
Now the media says investors are worried about the trade situation again...
Haven't they/we been worried about it all year...?

The media looks like they're just jumping from story to story now to justify the direction of the market..


Wouldn't the market simply be going down because there's,
- A slowdown in growth
- A slowdown profits
- A slowdown in spending
- A slowdown in inflation

This should all amount to a reduction in share prices and market indexes...

Apart from the occasional (Short-lived) news driven spike like we saw yesterday.


So going by the analysis presented above, I would say any rally from a 'positive' trade deal outcome will likely be short-lived just like the Fed's dovish comments rally was.


All just an opinion and I could be wrong but my argument is centered on the basis of a slow down in growth.