US10Y-US02Y yield curve may disinvert in 2Q 2024

2024년 3월 14일

Not many folks are looking for this as everyone seems to be calling for bonds to rally but I think there is a pretty good chance we get a flat 2's-10's sometime during Q2

Historically not a great omen for stonks when the curve disinverts

2024년 6월 11일

노트

Basically sideways curve the last 3 months. I still think we get a disinversion in the coming months but that may have to wait until the Fed criminals cut.