1Yr broke recent highs - Long term this could be dangerous

2023年2月15日

Short rates flying (up to 1Yr #yield) Already broke previous highs
Compare to 2 (slightly lower than previous highs) & 10 TNX (chart tells story)

#Market trading = #inflation higher vs #Fed expectation of 2%

Markets not expecting recession or lower inflation
NO soft landing - party on

But that'll mean eventual HAWKISH FED
Dilemma

#stocks or #economy, only 1