S&P:
As negative rating momentum increased in September, 40% of
new potential upgrades benefited from higher commodity
prices: |
00:01 - 22/11/22 |
|
|
|
|
|
|
Rates, Risk, & Taylor Swift |
|
|
|
|
|
Bitcoin Returns since 2010... |
|
|
|
|
|
The full US yield curve inverted this week w/ the 1-month
Treasury bill yield rising above the 30-Yr Treasury bond
yield |
|
|
|
|
|
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 |
|
|
|
|
|
|