TVC:US10Y   美国10年期国债
Pause for a second and check this out. the most significant correlation btw             the yields and ccy is changing (or already changed). higher yields lower dxy             tells me that the investors not only selling US papers but they are also taking their dollars back home.
chart attached: bars US10             yields, green line DXY             , blue GOLD             .
markets started to treat US assets like an EM country. twin deficit, higher yields lower currency...
I think there is a good risk in being gold             short, long dxy             and US bonds...
apreciate any comment to help me understand the madness

good luck all!
Looking back, at least on the short term, that seems to have worked this past week, at least with short gold and long dxy.
Not sure who is buying bonds but someone or something is keeping bonds from absolutely crashing.
My thoughts are that higher rates will cause equities to suffer - hence the efforts to keep bonds "stable".
Friday there was rumblings from the Fed about possible QE in the event of the "next" crisis that would be in the form of asset purchases (eg. treasuries)
Also there was news about forgiving student debt. Neither of these are positive for the dollar.


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