~~~ LAZY MACRO ~~~

3-YEAR EXPECTED ANNUAL INFLATION: *** 3.690% ***
- 5YBE: 2.16% (8d EMA)
- 5YBE% hist: [2.19, 2.19, 2.19, 2.19, 2.18, 2.18, 2.15, 2.14]
- 2Y: 4.45% (8d EMA)
- 2Y% hist: [4.47, 4.45, 4.44, 4.45, 4.47, 4.48, 4.44, 4.41]

BOND YIELDS:
- 3M: 5.40%
- 2Y: 4.37%
- 5Y: 4.12%
- 10Y: 4.28%
- 30Y: 4.54%

INVESTMENT HURDLE RATE: *** 7.970% ***
- (3-year expected inflation) + (10-year treasury bond yield)
- "Short-term is less than three years."

COMMODITIES:

Gold: $2425.20 / Silver: $27.84 / Bitcoin: $67912.01
Copper: $4.12 / Lumber: $505.00 / Aluminum: $2256.50
Corn: $414.25 / Wheat: $553.00 / Soybeans: $1062.00
Brent Crude: $80.45 / NatGas: $2.03 / Gasoline: $2.46

EQUITIES:

SPY: $543.59 / QQQ: $462.04 / DIA: $405.45
IWM: $225.16 / VEA: $50.13 / VWO: $43.62

~~

Last updated: 2024-07-26 14:04:22 UTC

Source: https://github.com/84adam/lazy-macro