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3min chapter
The One Where They Talk About the Outlook
Macro Horizons
Risks to US Rates Outlook: Regulation and Suppressed Foreign Demand for Treasuries
This chapter explores the potential risks to the US rates outlook for 2024, including regulations affecting banks' role in the market and suppressed foreign demand for treasuries. Other factors such as the Treasury Department's buyback program, basis trade in treasuries, labor market softening, and demographics are also discussed.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode