@bhetea01's thread
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@bhetea01
· a year ago📉 Yields down, commodities up
US 2-year yields are hitting multi-year lows while commodities push toward all-time highs. That combination signals a macro trade-off:
🟡 Cut rates to keep servicing the debt load
🟡 Let inflation run hotter in the process
🟡 Commodities become the release valve, absorbing the pressure
This is what debt monetization looks like - the bond market weakens, real assets reprice stronger. The squeeze isn’t over.
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