
1. Moving the Markets
Disappointing corporate reports put the major indexes into negative territory right out of the gate and things went south from there. Those living by the old “chiseled-in-stone” rule that bonds will rally if stocks sell off have to do some rethinking if that meme really still holds true when considering the amount of manipulation Central Banks have gone through to reward Wall Street with index levels totally out of sync with economic fundamentals along with zero and negative interest rates.
I think once next real downturn happens and bond yields surge (prices drop) while equities sink, you will have the worst case scenario for those following the old buy-and-hold strategy, as there will be no offsetting asset class protecting the downside risk inherent in equities. This was exactly what we saw today except the pullback was relatively minor.
Contributing to today’s decline was not only an increase in volatility with the VIX (Volatility Index) jumping almost 15% but also leveraged risk-parity funds being forced to liquidate caused by rates breaking out to the upside. We’ll have to wait and see if this is just a one day pullback or if there is more to come. With market levels having been propped up artificially for so long, anything is possible. Be sure to have your exit strategy planned and in place in case things get ugly.





