An Open Essay on the U.S. Federal Reserve, Treasuries, Cryptocurrencies and More: Part 3

Inflation is still lingering around 8%, treasury yields have inverted all throughout the curve, markets dropped into a den of grizzly bears, and a contagion unfolded in crypto markets. The IMF is now signaling a global recession is likely in 2023. The need for a framework of understanding more relevant than ever before. This framework was created by analyzing both Eurodollars futures and Treasury yields. The takeaway from this is relatively straightforward… After an initial selloff from rising rates, equity markets will recover once central banks provide the market with trustworthy expectations. The catch here is this rise unfolds amidst a backdrop of heightened volatility.