Update: TED Spread on Watch for Breakout

While the market has rallied off the lows, the TED spread continues to march higher.  I was monitoring this indicator of bank health and counter party trust at the end of November for a breakout above the 2010 highs.  It has officially broken out.

I would not ignore this key metric of credit health.  January is looking like a month to play defense until proven otherwise.

Here’s the 3-month chart.  Can you spot a trend?:

Here’s the breakout (3-year chart):


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