TreasuryBonds.com

U.S. inflation today is tracking very closely to the 1970s inflation cycle. Current CPI trends have closely mirrored the path from 1966–1982, with a reported correlation of 0.93.

🚨 BREAKING: ODDS OF A RATE HIKE IN 2026 HAVE JUST CLIMBED SUBSTANTIALLY, AFTER BOTH CPI AND PPI INFLATION HIT 3+ YEAR HIGHS. THERE IS NOW A 33.6% CHANCE OF A RATE HIKE IN 2026.

@TheChartReport Thanks for sharing!

The 30-year Treasury yield has climbed back above 5%, nearing its highest levels since 2007. @TreasuryBonds1

Amount of people living paycheck to paycheck by income: •Less than $50,000 → 57% • $50,001–$100,000 → 36% • $100,001–$200,000 → 25% • $200,001–$300,000 → 16% • $300,001–$500,000 → 41% • $500,001+ → 40%

🚨 The total spread between home sellers and buyers is now the widest it has been in at least 13 years. Sellers: ~1.99 million Buyers: ~1.36 million Something has to give.

Historically, the higher the S&P 500’s valuation- The lower the market’s future 10-year returns. Today, the S&P 500 trades around 22x–23x forward earnings, a level that has historically been associated with 10 YR returns of around 2% annually or less.

Today’s “AI Big 10” now make up roughly 40% of the entire S&P 500. That’s approaching levels seen during some of history’s biggest market manias: 🚂 Railroad Bubble (1800s): 63% 🇯🇵 Japan Bubble (1989): 44% 💻 Dot-Com Bubble (2000): 41% 🤖 AI Big 10 (Today): 40%

🚨 The 30-year Treasury yield is back above 5%, near its highest levels since 2007.

Municipal bonds pay you tax-free income. A 5% muni yield in the 37% tax bracket? That's the equivalent of earning 7.95% on a taxable bond. This is why we MUST focus on 'tax equivalent yield'!