RE:Inflation, is it .................everywhere?
............forgot, worth mentioning, as noted a few posts back, next CPI, while I don't expect it to be totally hot, I do believe there is a reasonably good chance she will be warm. That being the case, on top of the last bit of data, the worry of inflation, the seemingly strengthening U.S. economy and thus upward pressure in yields, this has the potential to propel us to that 5 handle on the ten year I have been looking for or at least maybe look at it, depending on how warm she is. I should also imagine, that being the case, the arguably too large amount of dry powder I have been sitting on, "starts" to get deployed. I say "starts" because although I don't believe we surpass and hang around forever there, this does have the ability to further p oop on the parade for a bit. Never a dull moment. Off for some killer Sushi.............hope that too hasn't fallen victim to the "I" word! Later.
DZ