1 year treasury yields with inflation (deflation) expectations (red):
"Never mind"
Long-term inflation imputed from TIP:Treasury spread:
Treasury:High Yield credit spread:
As it was in 2008, financial stocks are getting monkey hammered:
Financials with 1 Year Treasuries (log scale):
We've seen this movie before
The most leveraged bank in the world, Deutsche Bank, is going full Lehman: