<p>The months keep getting more eventful and flying by faster. For starters, we are now in the Kevin Warsh era as the chair of the Fed; and as this gets published we are entering into the IPO summer frenzy. Yield volatility continues to persist and this time, it&#39;s not because due to private credit. Rather, a strong jobs print and hotter than expected (by others, not us) inflation is now pushing rate expectations higher. </p><p>Find us on Twitter, Instagram, &amp; Facebook @DRUNKENOMICAL</p><p>Merch: <a href="http://drunkenomics.myspreadshop.com">drunkenomics.myspreadshop.com</a></p><p>Patreon: <a href="http://patron.com/drunkenomics">patreon.com/drunkenomics</a></p><p>Stay Drunkenomical y’all!</p>