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Rebel Capitalist News

News: Maybe I Was Wrong About This? (Must See)

Rebel Capitalist News

George Gammon

Investing, Business

4.71.1K Ratings

🗓️ 28 September 2023

⏱️ 19 minutes

🧾️ Download transcript

Summary

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Transcript

Click on a timestamp to play from that location

0:00.0

Hello fellow Rebel capitalists hope you're well so we've got some breaking news right now the 10 year Treasury

0:05.5

yield is exploding higher we're gonna go over some charts right now is gonna completely blow your mind

0:12.4

and it begs the question.

0:14.0

Maybe I have been wrong about a soft landing, maybe I've been wrong about inflation,

0:20.0

maybe I've been wrong about the yield curve. Maybe I've been wrong about interest rates.

0:24.7

Let's go through this. Let's look at the data, try to remain objective. Keep an open mind.

0:29.4

And at the end of this video, we'll go ahead and connect some dots here.

0:32.2

So first and foremost, we've got to go over to the

0:35.6

10-year Treasury. You look at this in fact this is a five-year chart but let's go to like a

0:41.4

one month and look at look at this. I mean it was going up

0:46.4

but now as of the last couple days and in fact today it spiked almost to 4.5%. So keep in mind on this channel I've been talking about how we have

0:58.9

never had a steepening of the

1:05.0

deepening of the yield curve, or when it becomes uninverted, let's say, as a result of a bare steepener,

1:07.0

which is the long end of the curve going up.

1:09.0

Therefore, the probability of that happening this time around is very, very low, although there are no certainties, only probabilities.

1:15.0

But what this is, I mean, the ten years skyrocketing

1:18.0

as far as the yield.

1:20.0

And then

1:25.0

deflation or disinflation or disinflation or we have more government spending

1:32.0

some sort of catalyst that takes us to that next

1:34.4

wave of consumer price inflation on the upside. But what this is implying is that maybe,

1:40.5

I don't know how, but look, I can't argue with the prices here look I can't argue with the prices here I can't argue with the market

...

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