$TLT What happens if bond yields aggressively price in inflation &amp; then inflation never comes b/c wages don't follow -&gt; inhibition of demand? Gov needs to sell lots of treasuries to fund MAGA-deficit, and Cos have a record wall of maturities to roll &amp; low/no cashflow.

$LQD $SPX https://t.co/EGeLFjZH0Q