I agree Lyn Alden is one of the best writers about this. I'd like to add this article by her: https://seekingalpha.com/article/4407906-treasury-yield-stress-poi

I agree Lyn Alden is one of the best writers about this. I'd like to add this article by her: https://seekingalpha.com/article/4407906-treasury-yield-stress-point https://seekingalpha.com/article/4407906-treasury-yield-stre... It's her analysis about money supply, yield, inflation.