Top 5 Charts of the Day – February 27th 2021

Markets are slowly starting to price in a #FederalReserve rate hike as early as December. But there is ZERO chance of that happening if you als me. pic.twitter.com/dm4aVfIxGn

— jeroen blokland (@jsblokland) February 27, 2021

WAGES LITERALLY OFF THE CHART WITH STIMULUS pic.twitter.com/lOSznXQHeN

— Win Smart, CFA (@WinfieldSmart) February 25, 2021

In historical context, the President’s stimulus plan is remarkably popular. pic.twitter.com/5rX10NCYJP

— Michael R. Strain (@MichaelRStrain) February 27, 2021

For Bonds, This Is Now The Second Worst Bear Market In 40 Years https://t.co/HvHFS20tjb

— zerohedge (@zerohedge) February 26, 2021

Great piece @TheCareFreeBear nails the problem with PEH (it doesn't work) and term premia (it seems to work in reverse) models of YC. Solution is that #liquidity flow changes the demand for 'safe asset' bonds, viz: https://t.co/XI7hj1gmh2 pic.twitter.com/D2LCcVIltL

— CrossBorder Capital (@crossbordercap) February 27, 2021