Welcome Avatar! As promised have another half post update after the inflation print. Looks like it lines up for the same either 1) we get the pull back and print to up only or 2) they give up at the Fed and decide that they prefer having no credibility. Yes seriously. 3.4% is not good enough and 5.35% 30-year bond is telling everyone that “inflation wil…
Substack is the home for great culture

