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CPAN2 @reallignment.bsky.social

Why are yields on Treasuries up today if inflation numbers lower than expected ? Thanks in advance…

mar 12, 2025, 1:48 pm • 0 0

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Jason Furman @jasonfurman.bsky.social

Markets moved very little at 8:30am when the number came out. Headline softer than expected but the pieces that go into PCE--which the Fed targets--firmer than expected. So more of a wash. My guess is market moves dominated by slightly improved tariff perceptions.

mar 13, 2025, 1:18 am • 0 0 • view
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CPAN2 @reallignment.bsky.social

Appreciate your feedback, as always. 🙏

mar 13, 2025, 3:37 am • 1 0 • view