Australia’s yield curve may flatten and its premium to US Treasuries narrow if the government signals a pullback in bond issuance next year, reflecting more restrained fiscal spending, according to strategists https://t.co/zg1j5tDvfv ...

This locks in the stalemate. Uh, at the fed. Right.It really kind of solidifies the fact that they are on hold here, uh, indefinitely. But as, at least as you pointed out, there are some whiffs of both the I productivity story and actually wage disinflation, uh, in these data. Right.I mean, I'm Frances said, you know, we've had seen kind of real weight or wages start to go back up. And and I don't see that. I mean, since they peaked in Covid, wage growth has been in a disinflationary trend.And that trend co ...

Let's talk a little bit about this disconnect that seems to be forming that we've been talking about when it comes to the equity markets and the fixed income markets. Because you take a look at equities in a vacuum, and it looks awesome. The S and P 500 at record highs.We had a 10% gain in April alone. And then you take a look at the treasury market and the oil markets, and it's a little bit of a different story. There's a little bit more concern here.And I just wonder, you know, how we sort of see this com ...