explicit
implicit
RUT
Oil
Metals
implicit
Apollo Global Management
9.0
Asset Manager $671.00B
Torsten Slok 9.0
Asset Manager $671.00B
Torsten Slok 9.0
3/6/2026 4:48:14 PM
dxy
Dollars higher
Strong US growth outlook relative to other economies and higher yield environment supports the dollar.
ndx
Continued focus on AI spending as a key economic driver, though high single-stock volatility indicates dispersion beneath low index volatility.
yields
Exactly. And that's exactly why... yields are higher.
Strong economic acceleration, upside inflation risk, and potential Fed policy shift from cuts to hikes create upward pressure on yields.
| 12/23/2025 11:03:06 PM | long term up | 61 days later | -2.59% | -2.59% |
| 10/28/2025 5:15:14 PM | medium term cautious up | 20 days later | +1.60% | +0.80% |
| 10/13/2025 6:26:53 PM | medium term cautious up | 20 days later | +2.09% | +1.04% |
| 10/9/2025 2:13:08 AM | medium term sharp up | 20 days later | +1.04% | +1.56% |
| 8/29/2025 2:18:36 PM | short term sharp down | 6 days later | -5.40% | +8.10% |
| 8/15/2025 11:30:11 PM | medium term cautious down | 21 days later | -6.80% | +3.40% |
