Before we begin I just want to remind everyone that the chart is a bit skewed bc it is 12 months rolling.
That means we are measuring inflation YOY when we were on a lockdown of sorts. Having said that the
move is in fact excessive which is what so worrisome. Even as it balances out a 2.5% inflation would
put the 10-year bond yield way below inflation in negative territory.
Historically this has not occurred on a sustainable basis. Therefore we can expect the 10 year yield
to rise and inflation to persist on a relatively speaking.
That means we are measuring inflation YOY when we were on a lockdown of sorts. Having said that the
move is in fact excessive which is what so worrisome. Even as it balances out a 2.5% inflation would
put the 10-year bond yield way below inflation in negative territory.
Historically this has not occurred on a sustainable basis. Therefore we can expect the 10 year yield
to rise and inflation to persist on a relatively speaking.
Nota
I got 4 sympathy likes for this post! LOL! No one had a clue what I was saying back then. Now everyone is an expert on inflation. ROFL!
Real Macro Economic Investing
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Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.