Yield Hunting

Yield Hunting

Share this post

Yield Hunting
Yield Hunting
Today's Note Oct 25 | Investment Grade Options for Defense
Copy link
Facebook
Email
Notes
More

Today's Note Oct 25 | Investment Grade Options for Defense

Yield Hunting's avatar
Yield Hunting
Oct 25, 2022
∙ Paid

Share this post

Yield Hunting
Yield Hunting
Today's Note Oct 25 | Investment Grade Options for Defense
Copy link
Facebook
Email
Notes
More
Share

Good Morning!

Futures were lower but the market quickly turned higher after the open as investors assess big tech earnings on deck.   Bond yields are lower, globally; keep an eye on breakevens as inflation expectations move higher into CPI. This is happening as the commodity complex sells off. BBG reports that rental prices are tapering off. The lag btwn…

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More