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preston
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2022-12-23 18:45:37

preston on Nostr: From Luke Gromen on Twitter. Rising UST yields with sequentially weakening US economy ...

From Luke Gromen on Twitter.

Rising UST yields with sequentially weakening US economy and inflation, as well as the breakout of GLD/TLT, are symptoms of the credit event.

2022’s “Bond sell-off was primarily because of duration” view will give way to recognition that “Duration IS the event” in 2023, IMO.
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