analyzing @Delphi_Digital | ex @goasymmetric
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Sep 11, 2023 • 12 tweets • 4 min read
Diving deep into U.S. economic trends: from the housing market, labor markets, consumer savings, to student loans and the overarching influence of the Fed. Here's a snapshot of our financial health as we navigate the back half of 2023. 📊🔍
Thread 🧵⬇️
Nominal & Real Interest Rates Continues to Rise
As near-term inflation continues moving down and longer-term inflation expectations remain anchored, real yields are more positive.
This means that real, forward returns on fixed income are growing more attractive. 📶