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Start of a New Inflation Wave?

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ticker lesson

Breakdown

0:00Brent· ticker

Brent oil down 30% from August lows

  • Brent down 30% from August lows
  • Brent near $100 a barrel
  • Diesel up near $6 a gallon
  • Gas prices at all-time highs
1:41WTI· ticker

WTI oil pushing through $100 a barrel

  • WTI pushing through $100 a barrel
  • Diesel up near $6 a gallon
  • Gas prices at all-time highs
1:42European natural gas· ticker

European natural gas prices surging

  • European natural gas prices surging
  • Shipping, insurance, freight costs up
1:43BWET· ticker

BWET shipping index at all-time highs

  • BWET at all-time highs
  • Shipping, insurance, freight costs up
1:44Fed· ticker

Fed rate hike probability up to 70%

  • Fed rate hike probability up to 70%
  • Market moved from 61% to 70% chance
  • Long-end of the curve challenging
1:45Treasury· ticker

Treasury buybacks at $6 billion

  • Treasury buybacks at $6 billion
  • Whisper number was $10 billion
  • Investors sold notes and bonds
1:4610-year· ticker

10-year auction price was right

  • 10-year auction price was right
  • 30-year auction needs to provide calmness
  • Fiscal spending problems lie here
1:47Oracle· ticker

Oracle at center of AI financing debate

  • Oracle at center of AI financing debate
  • Revenue consensus 19.1 billion
  • Backlog could approach 640 billion
1:4810-year· ticker

10-year yield at 4.85%

  • 10-year yield at 4.85%
  • Cost of waiting for cash flows
  • Traders need evidence of capacity conversion

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