Ben Hunt
@EpsilonTheory
Clear eyes. Full hearts. Can’t lose.
1.8K Following 178.7K Followers
Not to be all alarmist or anything, but a) this move in 10yr and 30yr isn’t oil or Iran related, and b) something in financial-world is going to break.
In the immortal words of Scott “House” Bessent: Judge us by the 10-year.
16 bps in 2 days … insane. This is starting to get unorderly, which creates an entirely new set of risks.
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Global diesel prices, 5-yr chart.
