“Cap rates are only now about a percent above the... 10-year government bond rate... yields 6%, 6.5%... cap rates should really be between 8% to 10%”
SW
Stuart Weems
Investopoly ·
“The rise in yields is 90% real rates and only 10% inflation expectations”
David Rosenberg · Macro Voices · MacroVoices #552 David Rosenberg: Navigating The Noise
Play from 15:03
15:03
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What was described
assert that the recent rise in 10-year Treasury yields is 90% driven by real-rate demand and only 10% by inflation expectations
90% real rates, 10% inflation expectations
Said nearby on the same subject
“What would it take for the bond market to have a negative return over the next 10 years? It would take 14%-15% 10-year yields in the next five to seven years.”
JB
Jim Bianco
Monetary Matters with Jack Farley ·
“The 10-year tip now yields 2.92%, Katie… that’s starting to be enough of a yield where I kind of want to own that.”
RA
Rob Armstrong
Unhedged ·
“Only recently did we think about setting up a treasury account and the operating account sweep… we were talking about saving on dumpster fees and credit card processing.”
TH
Tyler Hoffman
Acquiring Minds ·
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