You Won't Believe How Bonds Reacted to the CPI (What This Means)
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Show Notes
#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #cpi
Massive buying in global bonds sparked by the US CPI. The consumer price estimates weren't shocking or even much of a surprise, instead they confirmed a lot about economic risks as well as what has been happening in bonds of late. The selloff isn't just over; it was never what everyone said it was.
Eurodollar University's Money & Macro Analysis
Bloomberg: The Rapid Bond Rally Is Looking Fragile
https://www.bloomberg.com/news/articles/2023-11-10/rapid-bond-rally-is-looking-fragile-as-fed-supply-expose-cracks
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7