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The Texas Hedge
The Compound and Friends
Do You Think the Fed Will Increase Rates?
The three year fed from futures, 36 months, has come down about 50 beps a little bit. It's really goingto be hard to get the tenure at four % this cycle, or five%. I don't believe it's possible to get above 3% given how much money is just waiting. But i still think the base case is higher ad we go back to 20 20, full year 22 earnings.
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