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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

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[ - ] Sector2 2 points 3 daysApr 27, 2025 13:38:53 ago (+2/-0)

He can still redeem himself if he kicks off a global nuclear war that crashes modern ✡ society in all 'developed' countries.

[ - ] PuddinTame 0 points 3 daysApr 27, 2025 17:05:04 ago (+0/-0)

"Trumps gonna fail to get lower rates."

Which assumes that was the true intent, and not the feint!

[ - ] mrevilpirate 1 point 3 daysApr 27, 2025 21:05:46 ago (+1/-0)

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

Why are you talking about contango in this context? I'm curious because I learned a bit about contango during covid while I was trading oil futures, I don't see how it applies here?

[ - ] prototype [op] 0 points 3 daysApr 28, 2025 00:22:45 ago (+0/-0)

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.