Wednesday, August 10, 2022

Charts of the Day

Interesting, while equities are partying this morning (as we expected, at least initially, if inflation came in under expectations), long-term treasury prices (first chart), after an initial surge, seem to have a different take (they will drop when long-term inflation expectations increase), as do inflation swap spreads (they will rise when inflation expectations increase [2, 5 and 10-yr featured])... Hmm....

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