James E. Thorne
@DrJStrategy
Chief Market Strategist @WellingtonAltus. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
24 Following 45.1K Followers
Why do folks not realize.
Lower UST yields and deprecation of USD help alleviate the pressure globally of the extreme levels of debt!
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Folks just don’t get it.
Rates are declining, Bessent is a happy man. His North Star is the UST 10 yr yield. Not the Fed!
Tariffs will eventually force the Feds hand.
Let the crazies in the equity futures have their fun. The real information is in the credit markets.
UST 10 yr about to break 4%
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