~~~ LAZY MACRO ~~~

3-YEAR EXPECTED ANNUAL INFLATION: *** 3.300% ***
- 5YBE: 2.32% (8d EMA)
- 5YBE% hist: [2.31, 2.28, 2.28, 2.27, 2.28, 2.31, 2.33, 2.32]
- 2Y: 3.79% (8d EMA)
- 2Y% hist: [3.85, 3.81, 3.81, 3.81, 3.78, 3.77, 3.79, 3.78]

BOND YIELDS:
- 3M: 4.32%
- 2Y: 3.74%
- 5Y: 3.88%
- 10Y: 4.29%
- 30Y: 4.74% (25-04-25)
- 30Y Mortgage: 6.81% (25-04-24)

INVESTMENT HURDLE RATE: *** 7.590% ***
- (3-year expected inflation) + (10-year treasury bond yield)
- "Short-term is less than three years."

COMMODITIES:

Gold: $3330.20 / Silver: $33.01 / Bitcoin: $94938.80
Platinum: $972.90 / Palladium: $936.70 / Copper: $4.84
Aluminum: $2402.00 / Lumber: $596.50 / Sugar: $18.16
Corn: $484.00 / Wheat: $551.00 / Soybeans: $1059.25
Brent Crude: $65.80 / NatGas: $2.94 / Gasoline: $2.12

EQUITIES:

SPY: $550.64 / QQQ: $472.56 / DIA: $401.02
IWM: $194.12 / VEA: $52.43 / VWO: $44.87
VTI: $270.64 / SLYV: $73.45 / CTA: $28.30

~~~

Last updated: 2025-04-25 22:30:25 UTC

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

Questions or suggestions? Contact: info [at] xau [dot] ag