What Is Wrong With This Picture? Inflation and 10 Year
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.
Note
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
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.