yes.. US Bond markets flying... 2 year at 5% again. Global...

yes.. US Bond markets flying... 2 year at 5% again. Global markets starting to push also. Good or bad sign



American Inflation pushing up again through higher Commodity prices as seen in the Canadian Numbers - US likely to follow the trend. PPIs starting to show the effect of higher commodities - higher interest rates to follow.. We need to slow this down - again....
As mentioned the other day, house inventories up in the US - surprising that the MoM (and YoY) House prices have fallen. Mind you, the increase in the prior month was a bit silly or most conned into the 'reduced' lending rates coming down.
The Bond Auctions losing buyers. Yields being pushed up.