Rebel Capitalist News This Is GFC Levels Of Volatility...Are We Headed For A Crisis?
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Apr 9, 2025 Dive into the current market chaos resembling the Global Financial Crisis, where volatility reigns supreme. Explore major indices' fluctuations and their economic repercussions, alongside a critique of misguided policies. Discover historical insights into treasury yields and how retail investors shape market dynamics. The discussion shifts to cycles of market sentiment, comparing today's housing trends to past crises. Plus, get playful glimpses of an upcoming debate that intertwines themes of freedom and capitalism.
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Bond Market Volatility
- The bond market's extreme volatility is more significant than the stock market's.
- This volatility suggests underlying systemic risk, potentially leading to a financial crisis.
10-Year Treasury Yield Increase
- The 10-year treasury yield increase could be due to increasing growth expectations, temporary tariff relief, or inflation expectations.
- Selling long-term bonds suggests more permanent tariffs and high inflation.
Liquidity Issues
- George Gammon believes the market's behavior points to liquidity issues, not growth or inflation expectations.
- Falling commodity prices (oil, copper) alongside rising treasury yields suggest forced selling due to liquidity problems.