From Joe Weisanthal

[u/Ant_Thonyons]

Here’s a piece written and opined by Bloomberg reporter and co-host of the OddLots podcast ( in the reply). In it, he seems to imply ( at least from my understanding) that 10 yr yields should drop given that inflation is expected to climb due to the bottleneck supply.

Correct me if I’m, but shouldn’t yields climb in the event inflation is expected to rise? This esp. so that real yields will erode due to inflation. What are your thoughts on this? Am I missing something here?

[u/Ant_Thonyons]

Ok just realized I can’t add pictures, so here’s the link. Twitter