@market-ocean-en.bsky.socialThe question now is which gives way first: the demand for a store of value that pays nothing, or the yields that make paying nothing look expensive. #Gold #RealYields #XAUUSD
@market-ocean-en.bsky.socialThat leaves the bond market pricing a question, not an answer: is this miss the start of a pattern, or a good month that the next report takes back? #CorePCE #USTreasuries #RealYields
@davidkotok.bsky.socialThe Scott Bessent Trade: Second Edition
As you read this technical summary, please ask yourself if the real yield for America is a victim of the $2 trillion annual Trump federal deficit with no end in sight.
kotokreport.com/the-scott-be...
#Treasuries #TIPS #RealYields #FixedIncome #Inflation
@sabrialtintas.bsky.social#Bitcoin #BTC #FederalDebt #Liquidity #Macro #Treasury #RealYields #CryptoMarket #KriptoPiyasası #Blockchain #CryptoNews
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