Inflation Surprise, Market Strength & New Trades

February 16, 2025 - Update

📊 MACRO INSIGHTS: Inflation Surprise, Market Stays Strong

Last week, inflation came in hotter than expected, yet the 10-year Treasury yield finished slightly lower. What does this mean?

• The U.S. economy remains strong—running at 3% growth with no signs of inflation spiraling out of control.

• The 10-year yield isn’t signaling inflation panic, which suggests…