Bond rally nearing an end?

I personally have some "Nassim Taleb" style option trades in place. Too much confluence of economic and geopolitical possibilities on the short term horizon to ignore for that "random" hit play.
 
Quote from AMT4SWA:

I personally have some "Nassim Taleb" style option trades in place. Too much confluence of economic and geopolitical possibilities on the short term horizon to ignore for that "random" hit play.
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Not there yet, but starting to think that way.

Congratulations to ghargur et al. who were spot on on this fine move in the 30 year. Wish I had listened to you earlier, but not complaining at all currently...

A $50 day in gold would be huge, and give me such a fine reason to rotate out.
 
Quote from illiquid:

Anyone have an idea what an extended run in long rates portend for the other markets -- currencies, commodities, stocks?
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Higher rates are never any good for the cyclicals SPX/DOW, but the growth sector NAZ/NDX don't mind. 'Cause strong growth is causing higher rates!
The Dollar seems to be moving with short term rates: higher rates, higher Dollar.
Inflation fears, brought about by the rise in commodity prices, i.e. crude/gold etc., create higher rates. The CRB for instance, appears to have restarted its bull market, after getting seriously close to breaking down.
It seems to me that inflation is not really a problem. The FED is moving in an organized fashion to get rates back to where they customarly should be. In other words they are moving at regular intervals to normalize rates after the deflation scare at the turn of the century. Could this also be a strategy to aide the ailing pension funds?
 
Quote from daddyeaux:

a $50 up day in gold for no "retail type" reason should get things rolling.....
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A $50 day in Gold is not really on the horizon :) But it would be nice as some of my buddy's are invested in gold.
I don't see Gold as the inflation hedge it once was. Gold, strangely enough, seems to move with the stock market not against it. It appears to act more like a lagging economic indicator, i.e. when growth is strong there's demand for Gold, and visa versa. Several Asian countries, strangely enough, are encouraged by their governments to invest their savings in Gold, as the government will only insure their deposits up to a certain amount. So there is steady demand for Gold as long as the world's economies remain strong. More employment = more gold purchases. Just a thought!
 
How will this announcement affect bonds, dollar and stocks?

Hello,

The U.S. Energy Information Administration said today that gasoline prices will likely average
$2.62 a gallon this summer, up 25 cents from a year ago...


or has this info been priced in?
 
Quote from gharghur2:

A $50 day in Gold is not really on the horizon :) But it would be nice as some of my buddy's are invested in gold.
I don't see Gold as the inflation hedge it once was. Gold, strangely enough, seems to move with the stock market not against it. It appears to act more like a lagging economic indicator, i.e. when growth is strong there's demand for Gold, and visa versa. Several Asian countries, strangely enough, are encouraged by their governments to invest their savings in Gold, as the government will only insure their deposits up to a certain amount. So there is steady demand for Gold as long as the world's economies remain strong. More employment = more gold purchases. Just a thought!
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I think gold topped yesterday or will top in a few days. Waiting to buy back at $570.
 
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