S&P:
As negative rating momentum increased in September, 40% of
new potential upgrades benefited from higher commodity
prices: |
00:01 - 22/11/22 |
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![](../Photos100/FiFu5g_WQAEDMxS.jpg) |
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Rates, Risk, & Taylor Swift |
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![](../Photos100/mVQrhPtq.jpg) |
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Bitcoin Returns since 2010... |
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![](../Photos100/Fh7hhjHWQAEd1rT.png) |
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The full US yield curve inverted this week w/ the 1-month
Treasury bill yield rising above the 30-Yr Treasury bond
yield |
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![](../Photos100/FiBe8cgWYAIhtC9.png) |
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A big positive on the inflation front that hopefully
continues: fertilizer prices peaked in late March and are
down 39% since, now at the lowest prices since September
2021. This is great news given their high correlation to
food prices |
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![](../Photos100/Fh4QLK_XkAUOr7X.png) |
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![](../gffphone.png) |
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