Good morning. Yields on 10-year Treasuries rose to a nine-month high of 4.7 per cent yesterday, after a strong ISM services survey and a Jolts report that showed higher job openings. Inflation break-evens and the dollar both rose. Looks to us like the market is pricing in a hot economy. Send us cooling thoughts: [email protected] and [email protected].
早上好。由於強勁的ISM服務業調查和顯示職位空缺增加的Jolts報告，10年期美國國債收益率昨日升至九個月高點4.7%。通膨盈虧平衡點和美元也雙雙上漲。我們認爲市場正在反映一個過熱的經濟。請將降溫的想法發送給我們：羅伯特•阿姆斯壯和伊登•賴特。
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