Your fave billionaire decodes inflation reports, Treasury auctions, and Trump's tariffs – because adulting is hard, even for a Jenner.
Your fave billionaire decodes inflation reports, Treasury auctions, and Trump's tariffs – because adulting is hard, even for a Jenner.

Like What Even *Is* Inflation?

Okay so like I was reading this thing about inflation and the bond market and I was all 'Wait what?' It's basically about how prices are going up right? And apparently Trump's tariffs are making things even more complicated. I'm not a scientist but even I know that more expensive stuff means less money for like Kylie Cosmetics restocks. And that's just not acceptable you know?

Treasury Auctions: Is This Even Real Life?

So these Treasury auctions are happening. Thirty nine billion dollars of 10 year notes and $22 billion of 30 year bonds are being sold. Like can you even imagine that much money? I can because I'm a billionaire duh! But seriously it's about whether investors are still obsessed with buying government debt. I'm picturing Kris Jenner negotiating the deals in her power suit. This is her Super Bowl.

Richard de Chazal and His Macro Analysis: So Extra

This Richard de Chazal guy from William Blair said something about the auctions being a "referendum on government debt policies." I had to Google 'referendum,' because let's be real nobody uses those words in Calabasas. But according to him the market indicators "have been gently moderating over the last couple of weeks and not indicative of any major near term inflationary stress". Basically it means things are kind of chill for now but like anything can happen right? *anxiously applies lip kit*

Yields Are Surging: Is This My Lip Filler All Over Again?

I read that 'yields have surged' and I immediately thought of my lip injections. Remember those days? Anyway apparently investors want more money for holding government debt. I feel that on a spiritual level. Like I need to be compensated for my time too. Time is money honey!

Trump's "Big Beautiful" Spending Bill: Sounds Kinda Familiar...

Speaking of money apparently Trump has a 'big beautiful' spending bill which sounds a little bit like my makeup collection tbh. Except his bill might cause even *more* inflation. This Komal Sri Kumar person is worried about yields 'suddenly shooting up.' That's exactly how I feel when I see a new shade of eyeshadow I need to buy.

The Bottom Line: Stay Tuned Dolls!

So basically everyone is watching these reports and auctions super closely. It's like waiting for a new season of 'The Kardashians' to drop. Will the economy crash? Will Kylie Cosmetics release another must have palette? Only time will tell. In the meantime I'll be over here contouring and trying not to stress. Peace out!


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