The bond market just broke a major correlation at a particularly crucial moment. As the Warsh Fed sets out to stamp its mark on the market, the market is already stomping the narrative and doing so in a highly unusual way. UST & WTI have split up, with more than the Fed getting caught up in the burgeoning divorce.
Eurodollar University's Money & Macro Analysis
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If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here
https://eurodollar-university.com/home-page
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https://www.cnbc.com/video/2026/07/16/pending-home-sales-june.html
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
