It’s headed for double digits isn’t it?
It’s headed for double digits isn’t it?
Easton Ramirez
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Brayden Hernandez
No way. I'm more interested in the 10yr anyways and the 10yr can't even crack 3. I think it's all cope and expect a 100bps rate hike soon but this will be the last major rate hike so I will resume buying in August
Christian Morgan
Nothing ever happens
Dominic Morales
wtf does this mean?
Evan Miller
stonks are dead
Xavier Roberts
>last major rate hike now
CPI for July will be >10% and more so in August.
They’ll be monthly 200 bp rate hikes for a year
Jonathan Wood
It's going to be lower in July literally just look at the change in gas prices, inflation peaked.
eia.gov
Liam Morales
inflation peaking doesnt mean anything at all. if inflation stays at ~8% despite rate hikes, theres a fucking problem and economy will crash
Mason Sanchez
>if inflation stays at ~8% despite rate hikes, theres a fucking problem and economy will crash
I don't see how that's a problem, that means it's stable and 8% is the new 2%, the fed will pivot by December regardless.
Colton Perry
Russia is marching on in Ukraine and the North Stream 1 pipeline is about to be shutdown forever.
Gas is going apocalyptic levels.
Jonathan Phillips
>The bobo thesis revolves around horrible low % events happening
uh.... ok bobo whatever you say
Mason Perry
Make that 100%
Jace Clark
the fed has made it very clear the goal is to bring inflation back to reasonable levels i.e
Evan Kelly
Yes. That means stocks and real estate go lower in the near to mid term. Jerome will not pivot.
Ryan Phillips
The bond market disagrees with you though, 3.8% is the peak rate priced in for December with large rate cuts in 2023. I'm not going to go against the bond market as they are usually correct.
Cooper Ward
Nah, they will just bring inflation down to about 5% and call it a day.
Asher Nelson
Maybe but the fed is bluffing. They will bankrupt the us government if they do that
David Moore
no way
Matthew Clark
They'll just lie in their next CPI when they change the weighting of items. You are a pleb and the fed knows it. You gonna call bullshit on the fed when they are backed by congress, MSM and 99% of the population?
Grow the fuck up.
Landon Bennett
yeah we've definitely reached peak pivotfaggotry in mainstream media and among twitter macro geniuses. Every fucking contrarian shitslapper thinking they know the fed's super sekret master plan to do the opposite of what they're signaling. All these levered longers are going to get steamrolled by jpow.
>jerome: I am going to hike until inflation is under control
>autists: no way! he's bluffing!
>jeroke:
autists: NOOOOOOO HOW COULD ANYONE HAVE SEEN THIS COMING
Luke Murphy
>He still thinks raising rates is for fighting inflation
This is why bobos will be always poorer than mumus. You faggots haven't even got a clue on what the fuck is happening. FED never gave two single fucks about inflation. If they did, they would have started raising two years ago.
Evan Allen
Hey retard
Why isn't the FED QTing? Why is Powell still printing money?
Adam Myers
>The bond market disagrees with you though, 3.8% is the peak rate priced in for December with large rate cuts in 2023
that just means people who trade bonds are fucking retards with the same congenital contrarianism as everyone else. The bond market isn't any more omniscient than the rest of the market.
Christian Parker
Real inflation literally peaked in may
Tyler Edwards
>he disagrees with the bond market
You're going to get heemed, bobo.
Levi Rivera
>people who trade bonds are fucking retards
Literally the most forward thinking and advanced market, the most jewish, consistently the best at predicting and pricing things in.
Gabriel Robinson
>he thinks bond traders are perfect traders
NGMI
William Rivera
checked
Parker Rivera
Not perfect, but the best traders overall, and usually pricing things in the most accurately.
Landon Gonzalez
>QT during covid economy shut down
ur a fucking idiot
Logan Anderson
How do you determine this?
I mean, what about
If rates go up, how tf will we service the national debt? when maturities come due we pat for it with debt at whatever the going rate is. Great plan when rates trend dow, but unavoidable bankruptcy when it's going up.
>>He still thinks raising rates is for fighting inflation
What else could it be for?
Oliver Thompson
>North Stream
>confusing natural gas with gasoline
retard
Cameron Smith
>qt=raising rates
Holy shit go back
Protecting the dollar. That’s it. FED doesn’t give a shit about you
Nicholas Clark
you expand balance sheet and QE when rates are near 0, you QT and reduce balance sheet when rates are increasing. they go hand in hand. thats why the fed didnt raise rates during an economy shutdown.
Mason Anderson
>How do you determine this?
atlantafed.org
Eli Adams
Are you retarded? It already peaked. Priced in nigger.
Adrian Smith
they can't hike rates anymore because US debt to GDT is crazy bad.
Ayden Harris
Feds want inflation because it devalues their debt. As long as the populus doesn't revolt, a stable negative real yield of 4% would be perfect in their book
Cameron Morgan
>devalues debt
>along with country currency and buying power
you're retarded
Cooper Sanchez
this
and also the bond market has a lot of signal noise due to central bank activities
so more right than the equity market but they still have a long way to go
Connor Rivera
So what's the tldr were gonna end up making it and then hyperinflation when the fed has to print to infinity to keep bond rates down?