The 10Y–2Y curve is accelerating.
Post-inversion steepening just printed new cycle highs around +0.74. That move didn’t come from falling short rates. It came from long rates staying sticky while growth expectations roll.
This is late-cycle behavior.
Equities celebrating ATHs… pic.twitter.com/cQnDkLwgTD
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) February 2, 2026
$DXY should bounce hard from here. 👇🏼
Chart: @GregorianCharts https://t.co/NaYtJoG4yn pic.twitter.com/bUOu2sw11O
— Kalani o Māui (@MauiBoyMacro) February 2, 2026
“Speculative futures positioning has swung sharply, highlighting that carry trades can unwind quickly even as the broader yen-funded footprint remains in place.” 👇🏼
– Apollo pic.twitter.com/i3AlhWYI9g
— Kalani o Māui (@MauiBoyMacro) February 2, 2026
Silver crash reminds me of something pic.twitter.com/am3Fpy2cEN
— Vlad (@VladTheInflator) February 2, 2026
Kevin Warsh as Fed Chair could be a game-changer:
He is an inflation hawk aiming for sound money.
If inflation comes under control, gold and silver demand as hedges will ease. pic.twitter.com/Mzo2A4ZjCc
— Stephen Moore (@StephenMoore) February 2, 2026
$DXY – The most bearish option positioning in history (lhs) vs long term channel support (rhs). pic.twitter.com/3EST1YbuzX
— Kalani o Māui (@MauiBoyMacro) February 2, 2026
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