George Pearkes

peark.es

25 September 2026 18:03

Lotta crazy bond market charts out there but this one takes the cake for me. 30y TIPS pay 3.25% above inflation for 30y. Pretty remarkable.

George Pearkes

peark.es

11 September 2026 16:21

bsky.app/profile/pear...

George Pearkes

peark.es

11 September 2026 16:20

Biggest factors: global economic acceleration, higher neutral rates, demand for capital. Japan is the best example of rates going from unbelievably low to now ~normal. It’s not doom or deficits or politics, it’s just a stronger economy.

Conor Sen

conorsen.bsky.social

10 September 2026 19:08

It's not every day you can say you shared a ballot with Jon Ossoff:

Paul Katz

pkittykatz.bsky.social

05 September 2026 13:59

i would describe the whole thing as amusing