Lions... Another RED Flashing Beacon From The Bond Market...
From Greg M
Lions…
The 5-year breakeven inflation rate pushing above 2.5% is not just a number, it’s a distress flare from the bond market.
Let’s break this down.
What Is the Breakeven Rate, and Why 2.5% Matters?
The 5-year breakeven inflation rate is the market’s expectation of inflation over the next five years. This is derived from the spread between regular Treasu…
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