US 10 year going parabolic

The trend lines are getting steeper and steeper. This move is going parabolic. The golden cross from mid July has been truly golden...

Source: Refinitiv

Mortgage mamma-mia

Monthly payment on the median priced home up 27% YoY, +120% from mortgage rate lows ~2.5 years ago.

Source: Morgan Stanley

The crocodile gap

The gap between NASDAQ and the US 10 year (inv) is getting wider and wider...