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![amitisinvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1468103131737247748.png) amit [@amitisinvesting](/creator/twitter/amitisinvesting) on x 218.8K followers
Created: 2025-03-12 15:20:30 UTC

so, CPI was good

but the 10yr is spiking…which is the opposite effect CPI should be having

people should be buying bonds if inflation is coming down in anticipation of cuts but they are selling them

potentially…to buy equities?

this is not what Trump wants to see…a good CPI bringing the 10yr up because equities look cheap is the opposite effect of what he wants CPI to have

JOLTs data also yesterday wasn’t really showing enough “weakness” to get a Fed Cut

along with Canada just retaliating with a new set of XX% tariffs because of the aluminum and steel ones that went into effect yesterday

markets continue to have no idea what to do


XXXXXXX engagements

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**Related Topics**
[donald trump](/topic/donald-trump)
[stocks](/topic/stocks)
[inflation](/topic/inflation)

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