About 10-Year Breakeven Inflation Rate
Addressing the pace of inflation growthThe global economy is now embroiled in the most severe inflation shock since the 1970s. Inflation is showing a stubborn persistence evident from the recent readings on inflation globally. In March, the US headline Consumer Prices Index (CPI) hit 8.5% annually and the Producer Price Index (PPI) rose
The great INFLATION debateChart: action reaction chart off major pivots
Here we are looking at breakeven inflation and inflation protected securities
People buying inflation hedges (including gold) are getting rekt
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Are Treasury Yields Bottoming?It appears that 10's are coiling up with two potential trendlines to watch (converging orange lines on the chart). Since failing just under 1.70 three weeks ago the latest trend has been down despite a more hawkish Fed and rising 2-year yields. This has led to dramatic flattening across the curve be
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