Cameron Crise On Fed’s Balance Sheet Problem, Equity Drawdowns and Inflation
Macro Hive Conversations With Bilal Hafeez
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The Ten Year Yield Should Move Higher, or Not?
The yield is already lower than where it should be. The rally that we've seen since the june fed meeting was probably a bit overcooked, he says. If the fed thinks they've managed to pull off a soft landing, then the duration of restinga theterminal policy rate could be somewhat longer Than what's priced into the strip. And so some of the consequences of that in one on the right side.
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