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The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
Forward Guidance
How to Structure a Trade in the Short-Term Interest Rate World?
Long sff Rm um Three which is the june sofer three month contract and short sfrm Z4 which is the 2024 December contract. It's trading about 190 negative And so that captures mostly what I want. There's a little bit of trick to it in that If you believe that the Terminal rate will is actually five and a half Um, it's possible that on that journey to five and ahalf um, but the um Your long will actually lose money and your short won't go down because there'll still be a expectation of three percent Two years from now because they overdid it.
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