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Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
Forward Guidance
What's Your Take on the US Terminal Rate?
The market pricing for the US terminal rate, and that is creeping up to just under 5.5%. The low unemployment rate just really gives the Federal Reserve a lot of room to cut. I was surprised by these somewhat dovish meeting on February 1st. However, my view that the rate cuts would be priced out of 2023 has, you know, haven't passed few weeks. And yeah, I just didn't, you know,. interesting interview with Alfonso Pecatiello that will come out on March 6. He's really in the buy the buy bonds camp and he made it really compelling case. But, this cell of bonds could continue. You're kind of
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