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Inflation

2 unrolled threads about inflation, each one readable on a single page.

The Kobeissi Letter@KobeissiLetter

The UK's bond market is collapsing. Today, the yield on a 30Y Bond in the UK hit 5.95%, its highest level since March 1998. Yields in the UK are now 15 TIMES above 2020 levels, with the highest borr...

SummaryUK bond yields hit their highest level since 1998 as energy inflation resurges amid geopolitical tensions, fiscal deterioration pushes government spending to post-WWII highs, and the Bank of England faces a challenging policy balancing act between fighting inflation and avoiding corporate bankruptcies. Global bond yields are similarly surging, signaling a shift toward monetary tightening and sustained inflation concerns throughout the 2020s.Sep 15, 202611 tweets♥ 8.7KThe Kobeissi Letter@KobeissiLetter

Talk about a turn of events. Oil prices are back above $100, PPI inflation is up to +5.4%, and President Trump is preparing potential $5,000 "dividends." Now, US long-term borrowing costs are up to...

SummaryUS Treasury bond yields have hit their highest levels since 2007 despite intervention attempts, driven by surging oil prices from ongoing conflict, persistent inflation above target for 60 months, and expectations of Fed rate hikes rather than cuts. The thread argues this signals structural economic failure requiring fundamental restructuring, positioning asset owners to benefit while those without assets face declining purchasing power.Sep 10, 202613 tweets♥ 4.7K