The Chart The FRED Does Not Want You To See - All Wrong.

Can't help but notice the incredible amount of people calling for recession this or no recession both on Bloomberg and CNBC using the 10Y -2Y without adjusting it for the money debasement?

Could not be more clearer almost all of these "market experts" still living in pre 2008 with their degrees are going to be absolutely obliterated buy the CPI and eventual return of inflation.

ADJ the 10Y -2Y to the M2 that includes the debasement of bail outs you can see the US bonds are in a spiral down and down. Why?

You can't get Japan to YCC bond yields with printed currency to prop up the market this leaves smart investors selling the bonds and the yield goes up.

The FRED on purpose has tried to create disinflation causing mass money to flow back into the US bonds to prop down the yield as the "experts want more return on inflation.

Sorry Japan is having an inflation crisis and they need to sell the US bonds, and China is selling too.

Now you get a failing US bond market that could be in a bear market on nominal value to inflation for the next decade.

"experts" purchasing high yielding bonds that cannot outrun US CPI yes you're going to lose.

"experts" longing instruments like TLT expecting mass cash to flow back into US bonds you're praying and hoping the FRED starts YCC or Japan sends their economy down the drain to save the US bond system.

We've been in a recession since 2009, reason these "experts" on tv don't notice this is due to them owning assets that benefit from monetary policy and fiscal debasement.

Bill Ackman has recently figured this out too taking a defensive position on this. Some are shorting bonds, some allocating to Gold, some allocating to Bitcoin.

Is Bill Ackman insane? or has he simply figured the FRED used fake data to try get the market to flee from markets causing deflation.


www.investing.com/ne...r-treasuries-3142807

2023 - We can't have a recession if we've been in one since 08.