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Investor Poll 2 questions

shipwreckedandalone
edited August 2022 in Other Investing
1. Has the 10 year treasury peaked at 3.48% over the next 2 years? yes or no and why?

2. Are we resting in a commodity super cycle over the next 5 years?




Comments

  • hank
    edited August 2022
    I’ve deleted original response.
  • shipwreckedandalone
    I am asking for opinions. Never seen a reliable crystal ball.
  • BaluBalu
    1. yes is my guess based on 5yr-5yr break evens. I just add 75 bps to the current 10 yr rates for the QT and get to the 3.5% we saw, which is a reasonable approximation.
    2. do not know
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