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[Yahoo/Bloomberg] Bonds Drop With Stocks on Inflation Worries: Markets Wrap [Reuters] Stocks rise, bond yields too – despite central banker talk-down efforts [CNBC] GameStop shares surge in premarket as Reddit favorites rally again [Reuters] Oil hovers near 13-month highs as storm hits U.S. output, Fed assures rates staying low [Reuters] U.S. weekly jobless claims fall […]

[Yahoo/Bloomberg] U.S. Stocks Slump as Treasury Yields Surge: Markets Wrap [Reuters] Oil edges higher as surprise U.S. stock build weighs [Reuters] China’s yuan firms on dollar weakness after Powell testimony [Yahoo/Bloomberg] Powell Goes Easy on Surging Yields While Central Bank Peers Fret [Yahoo/Bloomberg] Quants Deepen Treasury Selloff That Shows No Sign of Stalling [CNBC] Weekly […]

Inflation fears showing up in government bonds How liquid is your ETF when everyone wants out? Biden’s “most radical departure from prevailing economic policies” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Broken Promises & Unforeseen Events February 23, 2021 The reality is we don’t learn from our mistakes. We just move […]

[Yahoo/Bloomberg] Stocks Decline as Tech Slumps: Markets Wrap [Reuters] Stocks struggle as tech slide erases commodities surge [Reuters] Oil rises on positive forecasts, slow U.S. output restart [Yahoo/Bloomberg] Gold Steadies After Sharp Gain With Powell’s Testimony in Focus [Yahoo/Bloomberg] Commodities Hit Highest Since 2013 Amid Inflation Concern [Reuters] Fed’s Powell heads to Congress with economy […]

[Yahoo/Bloomberg] Bond Yields Climb as Stocks Slump; Copper Rallies: Markets Wrap [Reuters] World shares dip as bond yields, commodities surge [Reuters] Dollar holds its ground as markets focus on rising yields [Yahoo/Bloomberg] Brazil Markets Tumble as Bolsonaro Pivots to Interventionism [Yahoo/Bloomberg] Copper Surges Above $9,000 as Deficit Concern Spurs Record Rally [Yahoo/Bloomberg] Reflation Trade Gets […]

[AP] Power failure: How a winter storm pushed Texas into crisis [Yahoo/Bloomberg] Biden’s Economic Legacy at Stake With Next Package Taking Shape [Yahoo/Bloomberg] Weak Grids Expose Risks for the Electrification of Everything [Yahoo/Bloomberg] Surging U.S. Yields Loom Over Emerging Markets Beholden to Fed [Reuters] Huge crowds in Myanmar undeterred by worst day of violence [Bloomberg] […]

The Market Considers Its Options The broader market had a bit of a pullback as it digested extraordinary gains. However, the selloff was uneven. There are plenty of signs that the risk-on environment we have experienced since the COVID-19 lows continues its uptrend, albeit within a sector rotation. Specifically, the boom in cyclical commodities shows […]

[Reuters] Wall Street Week Ahead: Rising U.S. bond yields pose new threat to sky-high stocks [AP] Southern cities hit hard by storms face new crisis: No water [Reuters] Cold, lack of water overwhelm Texas hospitals more than COVID-19 did [Yahoo/Bloomberg] The Two Hours That Nearly Destroyed Texas’s Electric Grid [Yahoo/Bloomberg] A Giant Flaw in Texas […]