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Jurrien Timmer highlights ongoing activity in the rates market, noting that the 10-year yield reached 5.25% on Friday while the real yield rose to 2.82%.
Timmer draws attention to the real rate spike, which he says has surpassed the so-called economy's speed limit, referring to potential real GDP.
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Timmer has previously forecast that Bitcoin’s power law math could drive a bull market, setting a $300,000 price target for 2029 in recent analysis. He has also noted that Bitcoin and commodities have led returns in diversified portfolios such as 60/20/20 allocations, as outlined in an earlier report. The latest commentary on real and nominal yields follows these broader investment observations.