Inflation or Deflation?

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Oil & S&P500 – a Comparison

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Friday’s T-Bond Investors vs. S&P 500 Investors – Who’s right?

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Market props and growth indications all failing…again

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Remember when “risk-on” meant more than just stocks?

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Is it part of the Bernanke put-strategy that Transports now lead a consolidation/sell-off?

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Copper’s overnight break to new lows breaks bull cycle neckline/foretells downside revisions in global GDP

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As least as far as iron ore trends are a tell, global GDP forecasts still/again optimistic

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Probable T-bond upturn clashes with the latest recovery forecast/correlates negatively with S&P rally extension

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Relative strength risk in ITB suggests either approaching correction or sustainability question

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Supply-demand in copper raises more questions than answers about recovery, here or anywhere

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Treasuries sniffing out that December’s fiscal cliff de-stocking yielded to Q1 restocking, not sustained recovery

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Lead indicating risk-off trades, the EEM (equities) and EDD (debt), both now diverging from the rallying S&P, first time since 2008

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China / Copper – Update

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As a proxy for commodities, the daily-weekly-monthly copper complex is flashing red

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Why would long Treasury rates fall back now, possibly for a while, if the economy is strengthening?

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Month-long tech lag gathering momentum

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Consumer spending indicators turning from relative weakness to weakness?

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Airlines-led spike in the TRAN vs. the S&P approaching important retracement resistance

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Treasury yields closing in on last July’s optimistic target, with traders just now finding reason to believe

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