Shoddy-Log on Nostr: Bitcoin, gold, and silver are all up. Bond yields are up. Everyone is betting on ...

Bitcoin, gold, and silver are all up. Bond yields are up. Everyone is betting on inflation. Nobody thinks the fed is going to cut until they hit the neutral rate, or they think the neutral rate is higher than previously estimated.

If people thought inflation was coming down, they would be buying bonds. If people thought rates were coming down, the dollar wouldn't be going up.