Rates Aren’t Too Low

Source: Michael Goodwell


Job openings are at a record high, but these jobs aren’t being filled (especially in manufacturing). The job openings reading is becoming irrelevant. Let’s only study hires from now on. The 10-year yield is much lower than core PCE inflation indicates. That’s because inflation is about to peak this summer. Demand for housing will fall this summer which will solve the supply/demand problem. The most shorted stocks are rising again. Books will be written about this phenomenon in the future. 

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