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Bonds, Bullion, & Black Gold Bidless But Stock-Bounce Sticks
03-30-2016, 04:36 PM,
#1
Bonds, Bullion, & Black Gold Bidless But Stock-Bounce Sticks
Bonds, Bullion, & Black Gold Bidless But Stock-Bounce Sticks

<p><strong><em>&quot;Just one more wafer-thin mint of monetary-easing?&quot;</em></strong></p> <p><iframe allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/aczPDGC3f8U" width="560"></iframe></p> <p>&nbsp;</p> <p><u><strong>Before we start, a reminder...</strong></u></p> <p>This was the greatest quarterly comeback in the history of stocks...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD3.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD3_0.jpg" style="width: 600px; height: 297px;" /></a></p> <p>&nbsp;</p> <p>Because fundamentals...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD2.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD2_0.jpg" style="width: 600px; height: 359px;" /></a></p> <p>&nbsp;</p> <p>So with that said, stocks remain the big winner post-Yellen as all the gains for bonds, bullion, and black gold are erased...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD11.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD11_0.jpg" style="width: 600px; height: 391px;" /></a></p> <p>&nbsp;</p> <p>Small Caps are the biggest (Short-Squeeze) winners post-Yellen...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD12.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD12_0.jpg" style="width: 600px; height: 432px;" /></a></p> <p>&nbsp;</p> <p>S&amp;P Futs saw VWAP buying orders at the open but selling pressure built...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD13.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD13_0.jpg" style="width: 600px; height: 316px;" /></a></p> <p>&nbsp;</p> <p>As VIX was crushed...extending its drop post-Yellen...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD10.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD10_0.jpg" style="width: 600px; height: 339px;" /></a></p> <p>&nbsp;</p> <p>To its lowest close since August 17th 2015 (right before the China collapse)...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD9.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD9_0.jpg" style="width: 600px; height: 384px;" /></a></p> <p>&nbsp;</p> <p>30Y bond yields recoupled with stocks post-Yellen BUT FX Carry remains notably untied...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD8.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD8_0.jpg" style="width: 600px; height: 313px;" /></a></p> <p>&nbsp;</p> <p>Treasury yields were very mixed with a major underpeformance at the long-end<strong> (2Y -3bps, 30Y +5bps) - biggest 2-day steepening of 2s30s in 4 months</strong></p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD7.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD7_0.jpg" style="width: 600px; height: 312px;" /></a></p> <p>&nbsp;</p> <p>5s30s spiked to its 200-day moving average...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD1.jpg"><img height="302" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD1_0.jpg" width="600" /></a></p> <p>&nbsp;</p> <p>The USDollar Index dropped for the 3rd day in a row, back near 5-month lows...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD6.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD6_0.jpg" style="width: 600px; height: 314px;" /></a></p> <p>&nbsp;</p> <p>Despite US Dollar weakness, commodities all ended lower on the day (with gold and silver clinging to gains on the week)...</p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD4.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD4_0.jpg" style="width: 600px; height: 311px;" /></a></p> <p>&nbsp;</p> <p>One look at the crude price action and you know that NOTHING matters aside from the algos... <strong>This is crude's 6th losing day in a row - the longest losing streak since mid-January</strong></p> <p><a href="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD5.jpg"><img alt="" src="http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/03/30/20160330_EOD5_0.jpg" style="width: 600px; height: 388px;" /></a></p> <p>&nbsp;</p> <p><em>Charts: Bloomberg</em></p> <p><strong>Bonus Chart: The Fed shows that it's hard to understand anything when your job depends on ignoring it...</strong></p> <blockquote class="twitter-tweet" data-partner="tweetdeck"><p dir="ltr" lang="en">*EVANS SAYS IT'S HARD TO IDENTIFY ASSET PRICE BUBBLES (yeah, right!) <a href="https://t.co/bQCMbdNmef">pic.twitter.com/bQCMbdNmef</a></p> <p>&mdash; Tim Backshall (@credittrader) <a href="https://twitter.com/credittrader/status/715231787425734657">March 30, 2016</a></p></blockquote> <script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script><br clear='all'/><br/><br/><a href="http://rc.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/rc/1/rc.htm" rel="nofollow"><img src="http://rc.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/rc/1/rc.img" border="0"/></a><br/><br/><a href="http://rc.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/rc/2/rc.htm" rel="nofollow"><img src="http://rc.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/rc/2/rc.img" border="0"/></a><br/><br/><a href="http://rc.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/rc/3/rc.htm" rel="nofollow"><img src="http://rc.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/rc/3/rc.img" border="0"/></a><br/><br/><a href="http://da.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/a2.htm"><img src="http://da.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/a2.img" border="0"/></a><img width="1" height="1" src="http://pi.feedsportal.com/r/247396332664/u/49/f/645423/c/34894/s/4e9ce615/sc/24/a2t.img" border="0"/><img width='1' height='1' src='http://zerohedge.feedsportal.com/c/34894/f/645423/s/4e9ce615/sc/24/mf.gif' border='0'/><img src="http://feeds.feedburner.com/~r/zerohedge/feed/~4/ValDRpuxxhg" height="1" width="1" alt=""/>

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