US10Y yield 1.90% for june – UBS forecast
— Alessio (@AlessioUrban) May 18, 2021
5 year inflation expectations is about to hit the highest level since 2005 pic.twitter.com/SkiZAolohi
— Alessio (@AlessioUrban) May 18, 2021
¯_(ツ)_/¯https://t.co/ACSXqqGso9
— Sven Henrich (@NorthmanTrader) May 19, 2021
Fed: There are no signs of a bubble. pic.twitter.com/0tF3BQIOsy
— Sven Henrich (@NorthmanTrader) May 18, 2021
Hey @neelkashkari, instead of focusing on @zerohedge’s Twitter account status care to address/acknowledge Stan Druckenmiller’s comments about the Fed’s role in driving wealth inequality & asset bubbles? https://t.co/57ZFMuAtIB
— Sven Henrich (@NorthmanTrader) May 18, 2021
Warren Buffett is right, inflation is running rampant
Inflation, Not COVID, Is Now the Biggest ‘Tail Risk’ for Markets, Says Bank of America: CNBC Pro
A record 69% of respondents to the monthly reading see above-trend growth and inflation as the most likely scenario ahead.
Michael Burry’s Big Inflation Bet
He backed up his warnings of higher inflation with a slew of bets against Treasury bonds, a portfolio update revealed this week.
Measurable data leads to one inescapable conclusion:
The Fed is the enemy of the bottom 50% & the friend of the top 1%.
It rewards those with access to large capital & it punishes those that don’t with price distortions in the real economy.
All powerful all unaccountable.
— Sven Henrich (@NorthmanTrader) May 19, 2021