U.S. 10-Year Yields and U.S. Dollar – Reaction to Global Recoveries Since 1970 So far, the U.S. 10-year yield and the U.S. dollar continue to follow the historical pattern after global recoveries. Image: Arbor Research & Trading LLC
Stocks – Global Cyclical Relative to Defensive Sectors vs. U.S. 10-Year Yields Is now the time for defensive stocks? Image: Longview Economics
Real U.S. 10-Year Yield and U.S. Real GDP Growth Will U.S. real yields remain negative despite a strong U.S. economic recovery? Image: BofA Global Research
U.S. 10-Year Yield and U.S. 10-Year TIPS Breakeven So far, the U.S. 10-year yield and the U.S. 10-year TIPS breakeven continue to follow the historical pattern after global recoveries. Image: Arbor Research & Trading LLC
6-Month S&P 500 Return and 6-Month Change in U.S. 10-Year Yield The risk of a correction in U.S. equities is increasing. Image: Goldman Sachs Global Investment Research
China Credit Impulse and U.S. Generic Government 10-Year Yield (Leading Indicator) China’s credit impulse tends to lead the U.S. 10-year bond yield by 12 months. Is it time to buy long-dated bonds? Image: Nordea and Macrobond
International Reverse Repos and U.S. 10-Year Yield The usage of the reverse repos tends to lead to lower bond yields. Image: Nordea and Macrobond
Inflation – U.S. 10-Year Yield and Core CPI Is the rise of inflation temporary, as bond yields are low given current core CPI? Image: Nordea and Macrobond
FAANGM Stocks vs. S&P 500 and U.S. 10-Year Yields A top in U.S. 10-year yields could be good news for FAANGM stocks. Image: Alpine Macro
U.S. 10-Year Yields After Breaking to New 6-Month High Since 2000 Should investors expect higher U.S. 10-year Treasury yields on expectations that the U.S. economy’s recovery will be faster than expected? Image: Arbor Research & Trading LLC