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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

CHAPTER

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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