The Market Reacts To The Fed’s Minutes

The USD is soaring after somewhat hawkish Fed Minutes (up 1% this week) – pushing up towards critical resistance at 1-year highs. Treasury yields slammed 3-4bps higher and are holding those losses (30Y up 11bps this week). High yield credit is at the worst levels of the day as stocks retrace gains towards record highs. WTI crude jumped 1% on the minutes, back above $96 as gold slipped modestly back below $1290. Stocks, having kneejerked lower (below VWAP) have been ripped back higher by a VIX-slamming algo that decided that FOMC uncertainty is exactly the signal to buy certainty.

 

VIX lifting stocks…

 

Nothing else retracing…

 

and credit at lows of the day…

 

Charts: Bloomberg




via Zero Hedge http://ift.tt/1tiak5h Tyler Durden

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