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analyzing @Delphi_Digital | ex @goasymmetric all views are my own
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. 📶 Image