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22min chapter
Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
Forward Guidance
Factors contributing to recent sell-off in the bond market
The chapter discusses the factors that have led to the sell-off in the bond market, including changes in expectations of monetary policy and supply issues. It highlights the impacts of multiple waves of expectations regarding Fed cuts, limited bond supply due to government debt ceiling issues, and subdued corporate supply. It suggests that most of the expected Fed cuts are already priced in and an increase in duration supply is currently happening.
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