MishTalk
AUGUST 3, 2024
Economic data has been weakening for weeks, culminating in a horrible Jobs report on Friday, August 2. US Treasury Yield Changes US Treasury Yield Spreads Daily Steepening and Bigger Inversions?! The long-end of the curve is more inverted (the long end yield minus 3-month yield is increasingly negative), while the long-end vs.
Seth Godin Blog
AUGUST 3, 2024
There’s no water in that river that was there ten years ago. The boundaries have shifted in that time as well, there’s no riverbank that’s exactly where it was. And the silt and the fish have all moved too. So, what’s “the Mississippi River”? It’s a label, a placeholder, and a marker–when the Mississippi does something we don’t expect it to do, we comment on it.
MishTalk
AUGUST 3, 2024
I captured rate cut expectations before and after the Friday jobs reports. Let’s take a look.
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