We are observing a historically unusual combination of a weaker dollar and higher yields, which raises several questions. Is this spillover from Japan (referencing a previous post from earlier this morning), a "sell US" sentiment triggered by recent US-Europe tensions, or something else?

We must ask: What is the primary cause for this widespread selloff this morning, how long is it expected to last, and is the underlying dynamic one of repeated reset or an accumulation over time leading to a tipping point?

(Regarding the opening question above: It is all three.)

#economy #markets