I've finally updated the Important Charts section of my blog. While the page contains a lot of different indicators for a variety of asset classes I follow, a few that grabbed my attention in recent months are connected to the U.S. Treasury Bond market.
Consider The Following:
Are Government Bond Yields Finally Starting To Move Upward?
Top Signal
The other side of the bond market that measures inflation expectations via TIP vs. Treasury spread -- also known as break evens -- disagrees. We seem to be overheating and could be signalling a top for a majority of risk assets, including S&P 500.
Do you think bond yields have finally bottomed after a long 31-year secular bull market?
Later in the week I will continue with Part IV update for 2013, focusing on Commodities.