The Federal Reserve Is Going to Increase Rates, Not to Hike Rates

A lot of people still think that whe the fed says they're going to do is whate what the bond market is actually going o do. If that were the case, we would see treasury yields, like, three years out being much higher than what they are now. And i believe that they will not have an incredible number of hikes, but they'll accomplish their means with quantitative tightening. The reason why there's a doom loop unlike where in japan there isn't a doom loop yet, is that every year we have to find forty one to forty four % of our investors in the treasury from outside the us. So it's all internalizers, no foreign buyers and so it's