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@josephclark8888: This mesh vest Changed My Whole Outfit Game #graphictees #vest #mesh #streetwear #tank #tanktop #top #Summer #tshirtdesign

josephclark8888
josephclark8888
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Tuesday 17 June 2025 09:28:41 GMT
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29/09: Break even inflation is the nominal yield minus the TIPS yield.. it's what the bond market is pricing for inflation. With the PCE deflator, Micron and JOLTS jobs all in focus, the ACM term premium has actually ticked down over the last two weeks, so investors are asking for a little less compensation to hold long bonds. This market is essentially trading oil right now.. if oil drops, it brings immediate relief to inflation and to equities, and long duration bonds like TLT are where that would show up first. I break all of this down in Tech World, my weekly written note. Join Apex.. link in bio #bonds #inflation #nasdaq #oil #investing
29/09: Break even inflation is the nominal yield minus the TIPS yield.. it's what the bond market is pricing for inflation. With the PCE deflator, Micron and JOLTS jobs all in focus, the ACM term premium has actually ticked down over the last two weeks, so investors are asking for a little less compensation to hold long bonds. This market is essentially trading oil right now.. if oil drops, it brings immediate relief to inflation and to equities, and long duration bonds like TLT are where that would show up first. I break all of this down in Tech World, my weekly written note. Join Apex.. link in bio #bonds #inflation #nasdaq #oil #investing

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