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Eric Liu, Co-Founder and Head of Research, Vanda Research

Alpha Exchange

CHAPTER

What's the Degree of Yield Curve Inversion?

It's really hard sometimes to square market prices with the set of facts on the ground or the dialogue among participants. I think even more than normal in a time like this where the narrative is so ominous, I think it pays to narrow down your focus a little bit. But do we have a better chance at knowing what it's going to look like in six months in three months in two months in one week? Yeah, I think the probability that you're going to get that right is much higher than knowing what the world's going to looks like in 12 months time.

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