The market is telling you: the short term risk of raising interest rates on reprice but not buying on the long term – investors believe that Wash will eventually bring inflation down and are reluctant to push up term premiums. This yield curve flattening signal is one of the most alarming macro cracks in the second half of 2026.
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- quixy·08-31 13:32Long end staying anchored is exactly the bull case for bonds, not some siren. If inflation credibility holds, term premium refusing to lift is the window1Report
- fluffzo·08-31 13:32Way too late for this to be framed as a second half crack. The curve already flashed warning signs back in 2024 and people still waved it off lol1Report