10yr and 5yr inflation expectations - breakeven10yr and 5yr inflation expectations - breakeven ... FED 2 % target rate ... means at 2 % they pause ...
About 10-Year Breakeven Inflation Rate
real yields seem to be ready for a turnaroundSilver could be pushed up here along with real yields which seem like they have dropped too much too fast
will real yields rise now and bring silver along?real yields have been falling very quickly and look oversold. Could it be that it will rise now and bring silver up as well?
THE RELATIVE INFLUENCES OF THE VARIOUS ECONOMIC COMPONENTS ON SPwhich are the correlations of note for BTC --it turns out BTC is most correlated with the 10y - 2 year yield curve
Addressing the pace of inflation growthThe global economy is now embroiled in the most severe inflation shock since the 1970s. Inflation is showing a stubborn persistence evident from the recent readings on inflation globally. In March, the US headline Consumer Prices Index (CPI) hit 8.5% annually and the Producer Price Index (PPI) rose
10Y Breakeven v BTCThese 2 charts have been following eachother since Aug 2020 - this chart is the answer to the question: is bitcoin an inflation haven?
Right now yes it is, and even at these price levels - obv too early too tell but this is encouraging sign
The great INFLATION debateChart: action reaction chart off major pivots
Here we are looking at breakeven inflation and inflation protected securities
People buying inflation hedges (including gold) are getting rekt
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BREAKEVEN INFLATION downtrend; goldBreakeven inflation is dropping,inflation-protected securities are underperforming
It appears the system is creaking
Gold will follow breakeven inflation
NOT TRADING ADVICE
Are Treasury Yields Bottoming?It appears that 10's are coiling up with two potential trendlines to watch (converging orange lines on the chart). Since failing just under 1.70 three weeks ago the latest trend has been down despite a more hawkish Fed and rising 2-year yields. This has led to dramatic flattening across the curve be
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