10-Year Breakeven Inflation Rate

Yields Increase Based On Wages

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The top two stories in markets in September are the rally in U.S. stocks to record valuations versus the rest of the world according to price to book value and the sell off in long dated U.S. treasuries. Regardless of whether you follow the price to book value, US outperformance…CONTINUE READING

Core Inflation Hasn’t Done This Since 2008

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Inflation could be the most important metric to follow because if it gets too high, the Fed will need to accelerate rate hikes which could cause a yield curve inversion and later a recession. One very important thing to keep in mind before we analyze the inflation numbers is the…CONTINUE READING