MRKT Matrix cover image

The FINAL COUNTDOWN before CPI!!

MRKT Matrix

00:00

Two Year Yields Aren't Going Lower, Right?

The short end and the long end of the curve are headed lower. I'm still one of these people that believe two's tens can invert to the tuna 1%. If that inversion gets back down below 50 basis points, you can also start people here and people talking about how that headwind is now sort of abated a bit for equities. The fact that the economy is slowing, which should push 10 year yields lower. But inflation is still a problem, which should mean that two year yields stay sticky if not go higher. And then keep reloading as they kind of have fits and starts one step forward, two steps back.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app