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Tariffs, Volatility, and Rate Hikes. Our long-term trend observations as of March 12, 2018

Check out our H2 hedge fund letters here.

S&P 500: Stocks fight to gain amid volatility spikes and trade war fears

• What we’re reading:
  • Wall Street extends gains as fears of trade war ease
  • Spooked by the Selloff, Retail Investors Fled Stocks in February

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10-Year U.S. Treasury Notes: Downtrends in bonds persist as interest rate normalization is likely to continue into 2018

• What we’re reading:
  • Hedge fund boss who predicted the 1987 stock crash warns of a selloff in bonds
  • Trends in markets - Mixed signals suggest a period of transition

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U.S. Dollar: Weak U.S. Dollar trend continues amidst global economic uncertainties

• What we’re reading:
  • The Impact of Tariffs and Trade Wars on the US Economy and the Dollar
  • The Coming Great Liquidity Drought

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Crude Oil: Uptrend continues in crude oil as global supply constraints persist

• What we’re reading:
  • Oil prices get a boost from Libya supply issues
  • Oil prices rise on forecasts for growing demand, OPEC concerns

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Gold: The precious metal remains range bound as U.S. dollar fluctuated and inflation remains in focus

• What we’re reading:
  • Gold ends lower as U.S. dollar, stocks climb
  • Why isn't gold soaring?

Article by Longboard Funds