Info!! Themes Of Recession Too Deflation Proceed To Dominate Markets

As the charts from the first-class Barchart site indicate, anticipations of quantitative easing moved ten-year Treasury banking concern complaint yields below 3% concluding week, sending prices soaring (top chart). Interestingly, amongst together with therefore much pumping of liquidity, nosotros maintain to meet a relatively potent States of America dollar (middle chart) together with weak commodity prices (bottom chart). These themes maintain to last deflationary, or at to the lowest degree anti-inflationary. Money continues to seek relatively prophylactic havens, including--amazingly--the States of America dollar. Investment story bonds maintain to outperform high yield issues; the currencies of developed economies maintain to greatly outperform those of emerging markets.

Among equities, the best performing manufacture grouping according to Barchart is "soap together with cleaning products"; mining together with steel convey upwards the rear. Defensive, recessionary themes rest dominant.
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