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Fed Easing Cycles and Unsustainable Fiscal Policy: Macro Matters

FICC Focus

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Elections and Treasury Market Dynamics

This chapter examines the potential impact of the upcoming U.S. elections and fiscal policy on the treasury market, exploring scenarios from a Republican sweep to a divided government. It also discusses the unusual relationship between long-term interest rates and Fed rate cuts while analyzing the implications of rising debt and deficits in the current economic cycle.

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