30 Year Bonds need to be watched closely…
For the first time since December 2024, the 30 year bond is showing signs that the Yield trend could turn down.
I do not know how to explain how this could happen only to say it would be the contrarian play of the century as this is what we keep hearing:
“On balance, Wall Street expects the Treasury yield curve to steepen: Shorter-term Treasury yields are likely to decline relative to longer-dated Treasuries as the Federal Reserve lowers its policy rate. The question is whether the data warrants easing a little or a lot on the short end,” they say.“
Could it be simply that too many people are on the same side of the boat, any major surprise could easily flip it…
Or might it be that deflation in the end will be the sum result of all the Trump chaos.
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