since we are in trade deal limbo, just want to re-emphasize this point from our piece “a tale of two tariffs”
US-China is the only. trade. deal. that. matters. pic.twitter.com/A62ZuWryi0
— Citrini (@Citrini7) May 8, 2025
Something is coming. This is the tightest the Bollinger Bands have been on the 3 month yield at this point in the cycle.
2020, 2008, 2001 aren't even close. The Fed has been intervening to keep it pinned but it's about to break in one direction. https://t.co/U5IBxvHnfO pic.twitter.com/xaZLamm5i0
— Financelot (@FinanceLancelot) May 8, 2025
Goldman Sachs now expecting 4% inflation by Christmas, led by 6-8% inflation in goods prices.
Just an economic nightmare waiting to happen.
Got Gold? pic.twitter.com/3ybqliAqoz
— Spencer Hakimian (@SpencerHakimian) May 7, 2025