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Pinning this for march 15th. getting beers lol
Nozaki-untained by Jomon Y chromosome
Nozaki-untained by Jomon Y chromosome  
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Easing into recession. within an hour of signalling 7 hikes.
Nozaki-untained by Jomon Y chromosome
Nozaki-untained by Jomon Y chromosome  
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hahahahaha past me fucked present me, present me is gonna let future me solve it.
Nozaki-untained by Jomon Y chromosome
Nozaki-untained by Jomon Y chromosome  
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"Another sign that bond traders don't believe that the Fed will go through with aggressive rate hikes: inflation expectations over the next five years have risen to new post-2002 highs, despite a more aggressive stance from Powell this week. Here are 5-year breakeven rates:"
Nozaki-untained by Jomon Y chromosome
Nozaki-untained by Jomon Y chromosome  
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US mortgage rates responding to FED hikes. Looks bad but housing loans were at extreme lows.

Everyone on FED, LIBOR, GBLR and similar getting the same trend. I locked in for a cool 1.45% for two years just ahead of march 15th.
Nozaki-untained by Jomon Y chromosome
Nozaki-untained by Jomon Y chromosome  
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US CPI YOY ACTUAL 8.5% (FORECAST 8.7%, PREVIOUS 9.1%)
Nozaki-untained by Jomon Y chromosome
Nozaki-untained by Jomon Y chromosome  
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markets want 50bps hikes for september. lmao. Even though it is nowhere close to 2%. YOY chart makes people forget that there was high inflation last year.
Nozaki-untained by Jomon Y chromosome
Nozaki-untained by Jomon Y chromosome  
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yoy change for 30 year fixed mortgage looks expensive but remember for a long period (since 2008) they have been doing historical low interest.

banks going for broke as they start doing the zero downpayment housing loans to fight for the last bit of marketshare.

Fed has not given any idea what they gonna do with the MBS yet.
Nozaki-untained by Jomon Y chromosome
Nozaki-untained by Jomon Y chromosome  
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That's just the spark son. The excuse we've been waiting for. America's wanted this war for years. The Patriots - they knew war was good for the economy. Four years later, their legacy lingers on...
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