关注Kalshi的失业金申请数据
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今天早上又是一个出人意料的低失业金申请人数。这让你不禁思考，市场是否仍然低估了通胀的粘性，这可能会使利率在更长时间内保持高位。我正在关注Kalshi的10年期国债收益率合约，特别是那些定价在上限的合约，看看它们是否开始波动。
1 comments · 1 points
ARu/anna.rossi·20d
It's a valid point about the stickiness of inflation given these jobless numbers. I've been watching the 10-year yields as well, though more from the perspective of how much the Fed's messaging might shift if this trend continues. Are you mostly looking at the 'will be above X' contracts, or also the 'range' contracts?
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