1. Too much of a good thing? We know how the last two ended...
Source: Real Investment Advice; As of 2/19/18
2. An update on the USD.
Source: Thechartstore.com; As of 2/16/18
3. Back in black... for now... remember markets like to re-test lows.
Source: Thechartstore.com; As of 2/26/18
4. So this has not been all speculative...
Source: WSJ Daily Shot; As of 2/26/18
5. Waiting for a "real" correction?
Source: WSJ Daily Shot; As of 2/26/18
6. Mr. Buffett is not alone.
Source: WSJ Daily Shot; As of 2/26/18
7. Is it time for Washington to stop kicking the can down the road?
The US "twin deficit" - combined fiscal and current account gap - is expected to worsen sharply over the next few years.
Source: WSJ Daily Shot; As of 2/26/18
8. Here is the fiscal side...
Source: WSJ Daily Shot; As of 2/26/18
9. Yields will have to cross the declining trend line soon...
Source: WSJ Daily Shot; As of 2/26/18
Did you catch our annual report on the bond markets in our three-part series? Read BCM's 2018: State of the Bond Markets piece that further expands on rate charts like the one above. Inside, you will discover the possibility that the Fed, and even other central banks, may make a huge policy mistake!
10. A false breakout or is this really a 30 year trend reversal?
Source: Thechartstore.com; As of 2/26/18
11. And our Balance of Trade Deficit...
Source: Thechartstore.com; As of 2/26/18
