@Schuldensuehner | 289,187 followers
This chart shows that the recent bond market rout is not the result of an inflation scare, but is about a Dollar liquidity squeeze. 10y US real rates have jumped to 1.31%, highest level since 2011. The bond market is thus signaling stress.

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Total of 4 replies and 4 quotes found
 
it鈥檚 always and will always be about the bonds

biggest buyer disappeared from the market ..dislocation ensues
 
This is where things will "break"... illiquidity driving rates beyond CB's ability to control. Dollar milkshake theory on sterioids.
 
In reply to @Schuldensuehner
When calculating "real rates" I think your results are more useful if you use real inflation rates. With real inflation at 8.3% there are no real rates that are positive, so far.
 
In reply to @Schuldensuehner
the Fed is happy to let this play out a bit longer as it keeps financial conditions tight while they are able to keep them so. if bonds weren't under such pressure, equity markets would have cause to rally.
 
In reply to @Schuldensuehner
Therefore, it is wrong to use tips to price gold. At this time, gold is the best value preservation tool.
 
In reply to @Schuldensuehner
How do you calculate real yields? Certainly not with CPI or even PCE. No one sees positive real yields in the real world.
 
Agora n茫o sou s贸 eu, o entendimento de que h谩 escassez de dollar 茅 tamb茅m visto por @Schuldensuehner pic.twitter.com/pYU9u26uDm
 

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