Yen, Yields, Shares Trifecta Threatens Yellen Autopilot

by Ashraf Laidi

Feb 3, 2014 17:12

The trifecta of declines in bond yields, US equities and USDJPY (rising yen) following today's dismal US data is a rare but classic reflection that existing concerns of emerging markets contagion may be compounded by worries over slowing growth in the US.  An extension of this negative trifecta would deal a serious blow to the notion that Fed tapering remains on auto-pilot. More detailed charts & analysis 

Click To Enlarge

Latest IMTs

• Dollar Takes over from Gold for now
  by Ashraf Laidi | Mar 11, 2026 8:57
• Is that it for Oil?
  by Ashraf Laidi | Mar 9, 2026 13:27
• Oil Metrics & Gold Risks
  by Ashraf Laidi | Mar 6, 2026 20:39
• Oil Inflection 77, 78
  by Ashraf Laidi | Mar 5, 2026 12:02
• Gold Daily, Weekly & GoldBugs
  by Ashraf Laidi | Mar 4, 2026 16:35