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SECTOR ETFTLTIEFCore thesis · 5/5

No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.

US Treasury yields targeting 10% on wage-inflation

The bear case argued for US Treasuries is that yields will rise to a 10% target driven by structural 7% wage inflation and a 3% real interest rate regime.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
US Treasury yields targeting 10% on wage-inflation · Zortix