Stocks Week Ahead: Yield Curve Steepening Puts Global Markets on Its Toes

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S&P 500,NVIDIA Corporation,Ishares Russell 2000 ETF

Stocks Analysis by Michael Kramer covering: USD/JPY, S&P 500, NVIDIA Corporation, iShares Russell 2000 ETF. Read Michael Kramer's latest article on Investing.com

The effects of last week’s market shift are likely to be felt throughout the coming week. The BOJ’sto hike rates and cut back on its bond purchases kicked things off, and the US labor report finished it.

The 10-5 spread has been moving sideways from October 2023 until the end of June. The rate of acceleration has only really started since the beginning of July. If the breakout that occurred on Friday is real, the steepening process is likely to accelerate, which should continue to push equity prices lower.

The 1-month implied correlation index is still only at 21.85, proving how stupid this market was when it dropped below three on July 12. Typically, this index tops in the 40 to 50 range, so there is the potential for the index to go much higher. This tells us that the VIX probably could go higher even still.is over, the rally in the IWM is over, and nearly all of the gains have vanished.

 

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