A Race to 5

A Race to 5.
At the Indy 500, sustaining speed wins the race. In bond markets right now, sustaining speed is the problem. US PPI came in at nearly three times consensus this morning. UK gilts are above five percent. US tens are knocking on four point five. Fear was free money. Denial was near-zero rates. The reversal is now. Crossing five isn't a victory lap. It's a warning sign.

Видео A Race to 5 канала Sunil Garg