while we slept; spectacular 7yr auction; 1 in 5 home SELLERS DROPPING price (most since Oct '19); inflation expectations DROP; eco surprises NEGATIVE (#WINNING ?); stagflation; Memorial Day...
while we slept; spectacular 7yr auction; 1 in 5 home SELLERS DROPPING price (most since Oct '19); inflation expectations DROP; eco surprises NEGATIVE (#WINNING ?); stagflation; Memorial Day...
thebondbeat.substack.com
Good morning … I’ve gotten into this habit — for better or worse — leaning on ZH for data recaps (bbg visuals, links) and the snark. Sorry. Not sorry. If we don’t learn from (recent)history we’re doomed to repeat it so … A couple things from ZH on yesterday mornings data worth noting.
while we slept; spectacular 7yr auction; 1 in 5 home SELLERS DROPPING price (most since Oct '19); inflation expectations DROP; eco surprises NEGATIVE (#WINNING ?); stagflation; Memorial Day...
while we slept; spectacular 7yr auction; 1 in…
while we slept; spectacular 7yr auction; 1 in 5 home SELLERS DROPPING price (most since Oct '19); inflation expectations DROP; eco surprises NEGATIVE (#WINNING ?); stagflation; Memorial Day...
Good morning … I’ve gotten into this habit — for better or worse — leaning on ZH for data recaps (bbg visuals, links) and the snark. Sorry. Not sorry. If we don’t learn from (recent)history we’re doomed to repeat it so … A couple things from ZH on yesterday mornings data worth noting.