Slow financial information:

It really is been a whilst given that I posted a macro piece, also lengthy. I did not give up analyzing the general economy and forming a macro view. Just so significantly has occurred on the person stocks front. The current turmoil in the banking sector has triggered even much more activity in the person stock industry space and designed even much more tension on the macro front.

30-year US Treasury yields (Bloomberg)

30-year mortgage prices (Bloomberg)

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