US T-Note Short

3 Nis

Loosening of financial conditions in October has fucked over the world. Reacceleration in goods inflation is all but certain. As a result, the FED has let the train leave the station and it is going to require the bond market to do the tightening for it. Reminiscent of 70's, a yield of 6.5% on the 30y will likely be sufficient to quell inflation.