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Mike McGlone
Mike McGlone|6月 09, 2025 11:45
A Lose-Lose Threshold? 5-5% Copper, Corn, T-Bonds vs. Fed, Beta - A key issue with copper holding above 5 a pound, the US Treasury 30-year yield staying above 5% and a resilient stock market is the track is consistent with inflation and Federal Reserve restraint vs. expectations for easing. My takeaway from this 5-5% threshold is the potential for a lose-lose scenario for risk assets. https://blinks.bloomberg.com/news/stories/sxl2qbdwx2ps {BI COMD} #copper #bonds #stockmarket #federalReserve @BBGIntelligence
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Timeline

7月 09, 05:19【Analysis of the expected path of the Federal Reserve's interest rate cut】
7月 08, 16:52【Launched $100 million ETH treasury bond bonds】
7月 08, 15:36【The yield of 20-year treasury bond is lower than that of 30-year treasury bond】
7月 08, 14:16【Japanese government bond yields soar to historic highs】
7月 08, 10:23【Strong questioning of Chicago Mercantile Exchange predictions】
7月 08, 10:22【Strong questioning of Chicago Mercantile Exchange predictions】
7月 07, 20:53【Former Federal Reserve official says tariffs won't trigger inflation】
7月 07, 18:45【Goldman Sachs predicts that the Federal Reserve will cut interest rates earlier than expected】
7月 07, 17:50【Market Return: The Game between Tariffs and Monetary Policy】
7月 07, 15:36【Make a good breakthrough】

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