To put things into perspective: US
debt service costs keep rising. Avg
interest rate on US marketable debt
has risen to the highest level since
2009 |
00:01 -
04/08/22 |
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Treasuries haven’t been this ineffective as a stock hedge
since the 1990s. The one-month correlation between the two
assets is now at its highest reading since 1996 |
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Here's latest Treasury supply estimates from public and
private sector analysts. Bill issuance is heavy next few
months, so Treasury will soon be at their 20% recommended
level.
Then trillions in coupons each year forever |
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Research from the Kansas City Fed shows a tight relationship
between the NY Fed's supply chain pressure index and core
goods inflation |
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Latin America’s central banks, which acted much faster than
their US and European counterparts to raise interest rates,
are declaring victory in the war on inflation |
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