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James Fishback: Inside The “Head Of Macro” Dispute That Has Captivated The Hedge Fund World

Forward Guidance

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Analysis of Long-End Yields and Reckless Fiscal Spending Impact

Exploring the impact of a higher neutral rate on long-end yields, with a focus on real examples like the UK bond market and potential consequences of fiscal spending in the United States. Emphasizing the importance of incorporating risk premiums in the current low long-end yields environment.

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