30 Year Treasury Yield Amid More Tariff Threats

Amid Trump's latest tariff threats, long-term Treasury yields are bouncing Donald Trump apparently thinks that Smoot Hawley and the Great Depression were good ideas. A real history buff, I guess.…

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Musk and the Bond Market; It’s Not You, Elon

Musk and the bond market are in a convenient alignment, but the bond market situation has been in progress since 2023 Our (NFTRH) view has been for falling inflation signals…

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Commodities and the 30 Year Treasury Yield

Commodities and the 30 year Treasury Yield 'Continuum' Commodities are usually well aligned with inflation signaling from the bond market (nominal yields, yield curves, inflation expectations, etc.). My current views…

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