US10Y yield 1.90% for june – UBS forecast
— Alessio (@AlessioTMAD) May 18, 2021
5 year inflation expectations is about to hit the highest level since 2005 pic.twitter.com/SkiZAolohi
— Alessio (@AlessioTMAD) May 18, 2021
https://twitter.com/NorthmanTrader/status/1394964910795366400
https://twitter.com/NorthmanTrader/status/1394610668645519361
https://twitter.com/NorthmanTrader/status/1394568304824623106
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.
https://twitter.com/NorthmanTrader/status/1394976534700646401