- This article looks at the differences and divergence of the short end of the yield curve compared to the 10-year to 2-year yield curve segment.
- The yield curve is warning to take more caution, but the short end of the yield curve is not signaling a recession.
- Yield curve inversions are looked at through the lens of inflation. My base case is that the yield curve flattens but rises due to persistent inflation.
- I profile ProShares Short 7-10 Year Treasury (TBX) as a possible way to reduce the impact of rising rates.
For further details see:
TBX: The Yield Curve Through The Lens Of Inflation