/biz/ - Business & Finance

Just a reminder that YCC is the equivalent of the Fed saying: "yes we know inflation is coming, no you're still not allowed to have a real rate of return"

They've gotten out of this debt jam before, and it took negative real rates via inflation and this is the play again. Yields are rising with inflation expectation because nobody wants to have negative return. YCC forces bonds into deeply negative return, the fed and those legally obliged will be the only buyers. Inflation will come with congress's help, everything they are doing is designed to stoke it.

Commodities are going to fucking explode and I hope you guys get that. If you ain't figured this out by now IDK what the fuck more to tell you. The market is pretty dumb and still hasn't gotten it through their dumb boomer skulls. That isn't gonna last much longer though.