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Reverse-contango 2: electric backwardation boogaloo has begun. Check out the SOFR curve.

submitted by prototype to whatever 3 daysApr 27, 2025 13:23:54 ago (+7/-1)     (whatever)

Trumps gonna fail to get lower rates.

Looks like the plan to make him the fall guy was real all along.


4 comments block

The curves seem to imply lower rates over the next year or so but then trending back up longer term to 4% range.

Correct, technically stagflation.