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The 40 Year Bull Market in Bonds Is OVER! Fed Says NO To Extension of Banks Emergency Relief

IT’S OVER — “OOPS!”

The statements, views and opinions expressed in this column are solely those of the author and do not necessarily represent those of this site. This site does not give financial, investment or medical advice.

source / The Money GPS

Many have declared this is to be the end of the 40 year bull market in bonds. We have seen market intervention beyond anything to compare to in history, and certainly the suppression of everything has taken its toll. While central banks consume all assets slowly over the years, the public has been irrationally demand[ing] more and more activity from the central bankers. If the fools only knew their true objectives.

$GPS

 

‘The 40-year bull market in bonds is over’ and the implications are profound – The Globe and Mail

‘The 40-year bull market in bonds is over’ and the implications are profound

Every few months I read a research report that’s undeniably important, and BofA Securities’ Michael Hartnett’s Trading the Inflation Theme published Thursday is one of those (my emphasis), “2020 marked the secular low point for inflation and interest rates; new central bank mandates, excess fiscal stimulus including UBI, less globalization, fading deflation from disruption, demographics, debt…we believe inflation rises in the 2020s and the 40-year bull market in bonds is over…

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Barclays US Treasury Total Return Index

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Fed won’t extend relief for banks from key capital rule – MarketWatch

Fed won’t extend relief for banks from key capital rule

The Federal Reserve on Friday announced it will not extend an exemption ending March 31 that allowed banks to exclude Treasurys and deposits with the central bank from calculation of a key bank capital measure known as the supplementary leverage ratio.

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Fed won’t extend pandemic-crisis rule allowing banks to ease capital levels

The Fed will not extend a pandemic-crisis rule that had allowed banks to relax capital levels

The Federal Reserve on Friday declined to extend a pandemic-era rule that relaxed the amount of capital banks had to maintain against Treasurys and other holdings, in a move that could upset Wall Street and the bond market. In a brief announcement, the Fed said it would allow a change to the supplementary leverage ratio to expire March 31.

Federal Reserve Board

Federal Reserve Board announces that the temporary change to its supplementary leverage ratio (SLR) for bank holding companies will expire as scheduled on March 31

Federal Reserve Board announces that the temporary change to its supplementary leverage ratio (SLR) for bank holding companies will expire as scheduled on March 31

March 19, 2021 For release at 9:00 a.m. EDT The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. Additionally, the Board will shortly seek comment on measures to adjust the SLR.

Chart 2: Sleepwalking to bankruptcy…the US “Twin Deficits”

US fiscal deficit and current account, US$ trillion (does not include future infrastructure stimulus)

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EXCERPTS-BOJ Governor Kuroda’s comments at news conference | Reuters

EXCERPTS-BOJ Governor Kuroda’s comments at news conference

The Bank of Japan on Friday widened the band at which it allows long-term interest rates to move around its target, as part of a raft of measures to make its ultra-easy policy more sustainable amid a prolonged battle to fire up inflation.

The WTF Change in Margin Debt from Year Ago

Billion $

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WTF Spike in Margin Debt

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Exhibit 3: An Unexpected Surge in Demand and Shipping Delays Has Caused Supply Shortages for a Wide Variety of Products

Reports of Supply Chain Disruptions

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Exhibit 2: Supply Chain Disruptions Are Creating Production Problems for a Majority of Manufacturing Businesses

Share of Manufacturing Firms That Have Experienced Supply Chain Disruptions

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Biblical, Lean, and Mean

Click to access 291425_Biblical-Lean-and-Mean.pdf

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Report: Ford to Offshore $900M Investment from Ohio to Mexico

Report: Ford to Offshore $900M Investment from Ohio to Mexico

The Ford Motor Company, a multinational automaker, is reportedly planning to move a $900 million investment originally intended for an Avon Lake, Ohio plant to a site in Mexico, the United Auto Workers (UAW) union alleges.

Goldman Sachs Seeks Volunteers for Move to West Palm Beach Digs – Bloomberg

https://www.bloomberg.com/news/articles/2021-03-18/goldman-sachs-drafts-volunteers-for-move-to-west-palm-beach-digs

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Virtual Land Prices are Booming, and Now There’s a Fund for That – Bloomberg

https://www.bloomberg.com/news/articles/2021-03-19/virtual-land-prices-are-booming-and-now-there-s-a-fund-for-that

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Markets are expecting increasing inflation coming. More money moving into the stock market. Value stocks have seen more inflows and tech stocks and other growth stocks are also performing well. More money is being pumped in from all sides, creating a massive bull market that apparently will never end as we are on a permanently high plateau. Stimulus driving markets higher.


— APPENDICES —

— The Money GPS: Swaggystocks.com is an interesting look at retail trading. Cut through all the nonsense and simply look at the data (Instagram Feb 21, 2021)
— The Money GPS: Swaggystocks.com shows you exactly what’s going on with the retail traders. Ignore the garbage on the actual boards and just get the data (Instagram Feb 21, 2021)
— The Money GPS: Bitcoin $240,000? (Instagram Feb 17, 2021)
— The Money GPS: TOP 2 TRADES FOR 2021 (Instagram Feb 15, 2021)
— The Money GPS: Commodities for 2021 — Boom or bust? (Instagram Feb 14, 2021)
— The Money GPS: Leave your emotions at the door investing is strictly business (Instagram Feb 13, 2021)
— The Money GPS: Clubhouse. Get in the app because I’m planning on going live daily. (Instagram Feb 13, 2021)
— The Money GPS: Brandon Dawson. One guy to watch out for as an investor to see what he’s doing and compare. (Instagram Feb 12, 2021)
— The Money GPS: REAL Unemployment Rate 10% (Instagram Feb 11, 2021)
— The Money GPS: Zoom out and see what you’re doing objectively (Instagram Feb 7, 2021)
— The Money GPS: SPAC IPO trend getting out of hand (Instagram Feb 6, 2021)
— The Money GPS: Citadel made lots of money from the retail traders (Instagram Feb 5, 2021)
— The Money GPS: Oil, commodities rising. Price will impact consumers. (Instagram Feb 5, 2021)
— The Money GPS: GME and AMC attracted many buyers. Illiquid stocks/micro cap stocks are now trendy. Be careful. (Instagram Feb 4, 2021)
— The Money GPS: Silver rockets higher (Instagram Feb 2, 2021)
— The Money GPS: Silver squeeze next? (Instagram Jan 31, 2021)
— The Money GPS: ETF loses 80% of assets! (Instagram Jan 31, 2021)
— The Money GPS: The Fed will not pop the bubble (Instagram Jan 30, 2021)
— The Money GPS: Wall Street Bets on Reddit is adding millions of people. Retail traders needed to keep the prices going higher. (Instagram Jan 30, 2021)
— The Money GPS: Jim Cramer says don’t go for grand slam. What do you think? (Instagram Jan 29, 2021)
— The Money GPS: Robinhood caps hot stocks like #gme to 1 share! (Instagram Jan 29, 2021)archive
— The Money GPS: STOCK MARKET TUMBLES as GME soars (Instagram Jan 29, 2021)
— The Money GPS: Find a company you thought was no longer in business, buy some shares, get rich quick. Is that what’s seriously happening right now?! (Instagram Jan 29, 2021)
— The Money GPS: Hedge your bets like @mcuban ? (Instagram Jan 28, 2021)
— The Money GPS: Fed won’t pull the plug right? (Instagram Jan 25, 2021)
— The Money GPS: Delaying the inevitable pain. (Instagram Jan 25, 2021)
— The Money GPS: Money flooding into stocks (Instagram Jan 24, 2021)
— The Money GPS: 2 ears, 1 mouth — use in that ratio. (Instagram Jan 23, 2021)
— The Money GPS: Buy the biggest shorts? (Instagram Jan 23, 2021)
— The Money GPS: Investing legend says bad things are coming because paper printing does not create an economy. (Instagram Jan 22, 2021)
— The Money GPS: The purpose of big tech is to absorb your data. Not to provide a service and later take advantage of you. Look up In Q Tel. (Instagram Jan 21, 2021)
— The Money GPS: Moving south? (Instagram Jan 21, 2021)
— The Money GPS: Bitcoin going higher? (Instagram Jan 20, 2021)
— The Money GPS: Janet Yellen will you go “big”? (Instagram Jan 19, 2021)
— The Money GPS: Time to move? (Instagram Jan 19, 2021)
— The Money GPS: Never stop (Instagram Jan 18, 2021)
— The Money GPS: Invest in yourself first (Instagram Jan 18, 2021)
— The Money GPS: BITCOIN HITS $40,000 (Instagram Jan 7, 2021)
— The Money GPS: To get where you want to be, you have to know where you are now. (Instagram Jan 4, 2021)
— The Money GPS: Aim Higher (Instagram Dec 17, 2020)
— The Money GPS: Never lose money (Instagram Dec 16, 2020)
— The Money GPS: Master one thing before moving on. Know where you are in the cycle. (Instagram Dec 15, 2020)
— The Money GPS: Be a better investor | How to be a better investor. Window shop! (Instagram Dec 12, 2020)

— FOOTNOTES —

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1 MILLION VENEZUELAN BOLIVAR NOTE. I’ve covered this issue for years quite closely and it didn’t take a fortune teller to realize what would happen. Once inflation gets out of control, it’s extremely difficult or impossible to stop. Good luck, Fed #venezuela #inflation pic.twitter.com/gmKqGiLLXg

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IF THEY WILL FIGHT OVER PLAYSTATION…What would they do for food? #ps5 #PlayStation5 #playstation #ps5fight #walmart pic.twitter.com/hbimVKzeta


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CLUBHOUSE. I’m thinking about doing a daily Clubhouse chat. Anyone would be able to come on and ask me questions directly. I want to do something that other creators are not doing.

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I know not many people are on this app yet since in invite only but basically just download the app, choose a username, and wait to get in. I’ll let you know before I proceed on my end so nobody misses it. 2/2 #clubhouse #clubhouseapp

— The Money GPS: Clubhouse. Get in the app because I’m planning on going live daily. (Instagram Feb 13, 2021)

 


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The Money GPS Financial Education 101 coming soon.100% free eCourse for you to learn from but for those who already know the content, this is perfect to share with others. I’m creating this course for people specifically to get the foundation #money #moneyGPS #financialeducation pic.twitter.com/nzqVVSSorT


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Sources Used in This Video: http://bit.ly/TheMoneyGPSSources2021


The Money GPS is the most active, most informative channel in the financial world. Day after day, breaking down the data and making it easy to understand. This channel is not here to help build a portfolio, give stock picks, or financial advice. It’s simply data that is generally not found through conventional means.

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The statements, views and opinions expressed in this column are solely those of the author and do not necessarily represent those of this site. This site does not give financial, investment or medical advice.

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