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The Bond Market vs. the Fed

The Bond Market vs. the Fed The bond market is saying something very loud about the Fed and FOMC Chair Kevin Warsh. And it may not be pretty. Because bonds may be calling BS on the Fed's ability to rein in inflation.

JR Romero explains:

The flattening 2-10 year Treasury yield curve is a key indicator of market fear, uncertainty, and doubt regarding a impending economic slowdown or recession.

Plus, there is an inverted relationship between strong corporate earnings (especially in AI), and what consumers are feeling. You see this in stocks like McDonald's (MCD), Monster Energy (MNST), and Pepsi (PEP).

Yes, companies like Micron (MU), SanDisk (SNDK), and Nvidia (NVDA) are reporting blowout earnings.
But that doesn't mean the general public is feeling good about the state of the economy.