Big Tech, Bitcoin, & The Buck Battered As Commodities Crash-Up
Feb 22nd 2021 4:00pm EST
Big Tech, Bitcoin, & The Buck Battered As Commodities Crash-Up Inflationary impulses are showing up everywhere. Real yields are rising rapidly (with 30Y no longer negative)… Source: Bloomberg Breakevens have soared, but we do note that the BE curve implies beyond 5Y will see a disinflationary process… Source: Bloomberg Commodities are soaring to the highest […]
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