---
title: As highlighted by Otavio Costa, this is the environment we are in:
description: "US 2-year yields approach multi year lows as commodities approach all time highs. The Fed is likely to cut rates to service debt.\nAnd the price to pay inflation expected to run hotter.\n\nSource: Tavi Costa, Bloomberg"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [As highlighted by Otavio Costa, this is the environment we are in:](https://blog.syzgroup.com/syz-the-moment/as-highlighted-by-otavio-costa-this-is-the-environment-we-are-in)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Sep 5, 2025, 6:55:37 AM

[View full post](https://blog.syzgroup.com/syz-the-moment/as-highlighted-by-otavio-costa-this-is-the-environment-we-are-in)

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