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The U.S. economy, and the world for the matter, is caught between a central bank obsessed with low interest rates, and a President obsessed with autocratic corporatism. CPI blows out year-on-year at 3%. Inflation in the U.S. is very much entrenched. 10yr yield jumps over 4.6%

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Self explanatory chart: U.S. 10YR Yield edges closer to 4.80%. One year and Two month high when it was 4.85% and U.S. interest rates were at 5.50%. Will the Fed begin to pencil in a rate hike for 2025, rather than cut? Inflation is back (never really left)

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Self explanatory chart/s: Shotend yields since 2023, do not show that inflation had retreated, the 10 YR yield has been stuck at 4.2% for over 12 months. The 10 Yr is now at 4.7% the highest in 14 months. Cannot entirely blame Donald Trump 2.0 for future inflation expectations, but possibly the politicization of the Federal Reserve. If Yields hit 4.8%, expect a rate hike, and the Fed losing credibility.

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Self explanatory chart: Will the 10 YR yield hit 5%? Now at 4.63%. The price of crude and the 10 yield are now trading in tandem on the incline. The oil price bid over $74 a barrel. Indicating inflation has returned or never abated.

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New Year oil price moves up from its 2024 lows, heading toward $75 price resistance on a perfect storm of Trump protectionism, Nat gas /diesel/electricity prices rising, geopolitical and extreme weather events.

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10 YR yield and vix spike as inflation returns to the U.s. economy. Trump's tariffs on china and South America will be the least of the problems, factor in climate change for increased prices for 2025.

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