SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lee Lichterman III who wrote (65063)7/12/2022 9:21:29 AM
From: ajtj991 Recommendation

Recommended By
Lee Lichterman III

  Read Replies (1) of 97575
 
The bond market is a wicked-smart behemoth. The 75bp hike is baked in, and the economy is showing recession in June through the data as well as things like GDP Now.

It looks like the bond market is suggesting we've seen peak inflation, and that we may have peak Fed hiking this month.

The bond market may also be tilting towards Sun Tzu's contention that the inflation we see is a temporary, Covid-policy induced, supply chain phenomenon and not a 70's stagflation type situation.

The Fed will have more bullets in the chamber than it did the last time it hiked.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News