The recent decline in the U.S. bond market, especially the TLT ETF, has sparked considerable attention. This isn't just about rising yields or falling prices—it's about understanding the broader economic forces at play and recognizing opportunities amidst uncertainty.
The Bigger Picture: Manipulated Data or Economic Strength?
September’s economic data showed robust growth, with the CPI rising 2.4% year-over-year and core CPI at 3.3%. These figures, a...