Mixed Market Signals Impacting Yields and Asset Prices

This week's markets saw mixed signals with various indicators pointing in different directions. While CPI and PPI came in weaker than expected, leading to a decline in yields, other factors like the dollar rallying and silver prices dropping showed a disconnect in different asset classes. The FOMC meeting added to the confusion by slightly increasing their forecast, hinting at a potentially higher neutral rate in the future. This uncertainty led to challenges in predicting market movements and adjusting to the shifting cross-market dynamics.