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Is This a Trampoline Landing? With Vincent Deluard

Real Vision: Finance & Investing

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The Future of Treasury Rates

Alex Morgan: There is this concept that if you have an event like a guilt-type event here, where you start seeing treasury rates, that that will be something breaking. He says the response won't just be that you get the spike in yields,. but the response will be like, oh, the Fed's coming in yields are going to fall because now we're back to cutting and the Fed to the rescue, the Fed pivot. Do you not see that playing out that way? A little bit, but I see it with a balance sheet, not the rates, he says.

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