DM #Inflation Could Temporarily Overshoot Target - Fitch

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Who’s Afraid of Inflation?
Not the Fed, it seems.
@andrewrsorkin

nytimes.com/2021/02/24/bus… Image
Benchmark 10-year Treasury yields catapulted to the highest in more than a year at over 1.6% and traders yanked forward their opinion of how soon the Federal Reserve will be forced to tighten policy. 

bloomberg.com/news/articles/… ImageImage
American Homeowners Are Adding Fuel to Bond Market Sell-Off
💥 #MBS investors protecting portfolios exacerbating rate move
bloomberg.com/news/articles/… ImageImage
Raw materials from oil to copper drop with inflation concerns @business Image
Hedge fund titan cites ‘head-smacking craziness’ in markets

bloomberg.com/news/articles/…

🔺LQD short interest is 18.7%, up from 5.9% at start of 2021 Image

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More from @MoHossain

26 Feb
Lumber Prices Are Soaring. Why Are Tree Growers Miserable?
Sawmill operators harvest gains while Southern landowners struggle with tree surplus; ‘I’m not making anything’

wsj.com/articles/lumbe… ImageImageImageImage
Mortgage Companies Want In on the IPO Boom. Investors Aren’t Convinced. 

Initial public offerings for mortgage lenders haven’t worked out the way all the companies were hoping
wsj.com/articles/mortg… #realestate #rates #home #housing #credit ImageImageImageImage
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