36 Comments
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Stephen Martin's avatar

It will tolerate until it won't tolerate it! Duh!!!

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Shawn's avatar

I'm guessing 2%

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meb3's avatar

same

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ale's avatar

agree

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Rick Armbruster's avatar

Yield would need to be competitive with an investment in a Dow 30 stock. A stock with a stated dividend below a 20 year yield.

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Josh's avatar

I heard 1.5% wouldn't be a shocker from CNBC

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AgGuy's avatar

It's Epic Insanity! Get a little money velocity and the shit will hit the fan. If MMT worked why the hell haven't we been doing it for 200 years and do away with taxes. (idiots...epic idiots!)

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David Fletcher's avatar

MMT isn't modern. It's been tried before many times and every time it's failed.

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MrSuspicious's avatar

That's only because we didn't have the right socialists. /s

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Rob's avatar

Because we've only had fiat to do it with for the last 50ish. Epic indeed.

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John G.'s avatar

1.51% if it rises FAST, at the same rate the DXY rises...

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Jeff Robbins's avatar

Greg, is there an Oscillator or something else you have used that measures the difference in bond yields and the dxy, in a way to show either a positive or negative stock market bias? That’s a bit beyond my ability. Can’t recall ever seeing that relationship in a technical indicator.

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BruceH's avatar

I bought TBT today to slow the bleed from TLT.

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Jeff Robbins's avatar

I think the rate of change will be more of an issue than the actual level. Often its the change in momentum that matters most. A rapid increase would be seen as something wrong- even causing something to be wrong.

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Sarah Bunnell's avatar

its going to zero when public finds out there is no usa in ten years

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DonM's avatar

First you have to ask yourself, "Do I feel like buying any bonds?"

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Big T EIB's avatar

The 10yy will correct to 3% and markets will finish correcting soon after.

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Rick Armbruster's avatar

10 year yield

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Tom Lee's avatar

I'd guess 2.5%

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Rob's avatar

Intolerance will increase as we move closer to Q3, but until then it only matters that it's moving higher, not how high it's moving. #bullish

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KHALED DABBOUR's avatar

2.5 to 2.8 to test the trend line.

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