债券的相对移动很有趣，意味深长

2yr yield down, SHY up

10yr/30yr yield up, TLT down

JNK up

LQD down

How I read it?

2yr leads down, 10/30 yr catches up.

stronger JNK in relative to LQD when yield goes up is BULLISH for stocks. plus today's Sept rent price going down.

I have a feeling: 股市历史大底已过 

所有跟帖： 

• 还没找到原因： -酒绿春浓- ♀ (49 bytes) () 10/21/2022 postreply 07:35:43

• ? 今天盘前2年国债从瞬间4.639跌到4.56应该跟这个消息有关，这是个大好消息 - 万里归途 -万里归途- ♂ (0 bytes) () 10/21/2022 postreply 07:38:07

• 看到了，rent report，谢谢你。 -酒绿春浓- ♀ (0 bytes) () 10/21/2022 postreply 07:41:42

• NYC M/M dropped 17%! -万里归途- ♂ (0 bytes) () 10/21/2022 postreply 07:54:02

• 谢谢。最sticky的通胀就是rents。 -酒绿春浓- ♀ (0 bytes) () 10/21/2022 postreply 07:57:03

• https://www.cnbc.com/2022/10/21/us-cities-where-rent-prices- -NPNG- ♂ (0 bytes) () 10/21/2022 postreply 07:52:56