[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers Created: 2025-07-17 05:26:21 UTC $TLT $DXY $USDJPY $EURUSD I wonder why businesses across the country have stopped mentioning inflation as much as they were at the start of the year? Hmmmmmmmm🤔🤔🤔 •Margins compressing •Goods prices going up but not being passed through to consumers •Inventories at fine levels, especially with consumers slowing down -inventory to sales ratio has been steadily climbing after bottoming in 2021 (you know, when we had full blown helicopter money in the system) I mean this is the BEIGE BOOK people. A pretty serious and in depth qualitative economic report, that covers district by district. All XX that the Fed covers. Not a crystal ball by any means, but pretty fucking insightful, a lot to glean from. And look at what it is telling you. Combine its insights with recent CPI, PPI reports, and you begin to get the picture. You know what all this means, what Bond Vigilantes are missing? R eal rates are looking pretty juicy at these levels. Makes you want to trade in that dogshit RoW Global M2, for some Dollars and get some good dollar assets, whose returns are outpacing inflation. It’s all about that REAL YIELD  XXXXX engagements  **Related Topics** [tariffs](/topic/tariffs) [inflation](/topic/inflation) [mentioning](/topic/mentioning) [$eurusd](/topic/$eurusd) [$usdjpy](/topic/$usdjpy) [$dxy](/topic/$dxy) [$tlt](/topic/$tlt) [Post Link](https://x.com/LordPos3idon/status/1945716682657255593)
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LordPos3idon @LordPos3idon on x XXX followers
Created: 2025-07-17 05:26:21 UTC
$TLT $DXY $USDJPY $EURUSD
I wonder why businesses across the country have stopped mentioning inflation as much as they were at the start of the year?
Hmmmmmmmm🤔🤔🤔
•Margins compressing •Goods prices going up but not being passed through to consumers •Inventories at fine levels, especially with consumers slowing down -inventory to sales ratio has been steadily climbing after bottoming in 2021 (you know, when we had full blown helicopter money in the system)
I mean this is the BEIGE BOOK people. A pretty serious and in depth qualitative economic report, that covers district by district. All XX that the Fed covers. Not a crystal ball by any means, but pretty fucking insightful, a lot to glean from. And look at what it is telling you. Combine its insights with recent CPI, PPI reports, and you begin to get the picture.
You know what all this means, what Bond Vigilantes are missing? R
eal rates are looking pretty juicy at these levels. Makes you want to trade in that dogshit RoW Global M2, for some Dollars and get some good dollar assets, whose returns are outpacing inflation.
It’s all about that REAL YIELD
XXXXX engagements
Related Topics tariffs inflation mentioning $eurusd $usdjpy $dxy $tlt