The long end is waking up.
30Y yield is setting up for a breakout.
If this goes, bonds, stocks, commodities will make moves.
This is not a small chart. pic.twitter.com/xJMzCFxLGD
— Against All Odds Research (@JasonP138) February 3, 2026
Can somebody tell the 10-year yield about truflation 🤔
Kind of going the wrong way … pic.twitter.com/reCjxkCO94
— Sonu Varghese (@sonusvarghese) February 3, 2026
Truflation's US headline inflation today holding below 1% since February, according to real price data:
US CPI: 0.93% Y/Y
US CPI core (excl energy and food): 1.29%
Goods inflation: 0.72%
Services inflation: 1.05%BLS CPI for December: 2.7% Y/Y (the official government headline… pic.twitter.com/4Tm43tglpx
— Truflation (@truflation) February 4, 2026