$TBT
🚨🚨 Oil prices are tanking fast as global supply looks sorted, and US energy costs are gonna slide properly

September's CPI is dead cert to come in stone-cold. But the markets will still be sweating over sticky inflation, meaning rate-hike chat isn't going anywhere—pushing Treasury yields up even with a soft number

I'm binning all my oil trades and going short big-time on gilts—er, Treasuries

$TMF

Oil's down, yields are up

That disconnect is an absolute goldmine right now

$BZ
#9月CPI来袭原油美债走势如何