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Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening

Supply Shock

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Analysis of Interest Rates, Treasury Funding, and Bear Steepening in the Bond Market

The speakers discuss the impact of interest rates on the economy and delve into the Treasury's funding strategy, including the issuance of short-term bills. They also analyze the global yield curve and the mispricing of long duration assets.

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