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George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”

Forward Guidance

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The Relationship Between the Yield Curve and Mortgage Rates

This chapter explores the yield curve and its connection to mortgage rates. It discusses the rarity of inversion in the long-end of the curve, estimates the duration of different mortgages, and suggests that the risk-free rate priced in mortgages is likely the real risk-free rate in the United States.

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