"A sustained rise in inflation swaps above 3.25% could signal de-anchored expectations, destabilizing markets and triggering asset repricing."
@NDR_Research
Term premiums have spiked to ~0.55%, the highest in over 10 YEARS.
With CPI, PPI, and PCE inflation on the rise, general market-wide uncertainty has surged.
Bond investors are demanding compensation for this risk.
Bookmark this thread, you will hear about it a lot in 2025.