#US10Y

With US Dollar Index #DXY seems to be bottoming and US 10 Year Yield #US10Y seems to be topping, the Macros appear to be in place to disrupt the Equities.
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Thread (1/n)Reasons to go long $USDINR 1. Best of Current Account and FDI is done2. Persistent high Inflation 3. US Exceptionalism continues4. Vaccine is positive for Oil/US10y, a deadly combination
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Those trillions in stimulus mean Yellen will issue trillions in bonds. That would ordinarily drive bond prices down and yields up. But nah. Fed will be the buyer of last
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I don't know about you guys, but I'm pissed off that CPI is still the commonly accepted barometer for inflation.CPI IS NOT INFLATION. M2 IS.This lie is what allows governments
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$GC $US30YEl oro descontado por inflación está a un 20% de su maximos histórico (Los 70 fueron asperos). Sigue o las tasas lo frenan? Manotazo de ahogado de la tasa
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