Macro Hive Conversations With Bilal Hafeez cover image

Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets

Macro Hive Conversations With Bilal Hafeez

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Recent Rise in Bond Yields and Curve Steepening

This chapter discusses the reasons behind the recent rise in bond yields and curve steepening in the market, including fiscal deficit spending, inflation overshoot, and tightening by global central banks. It also delves into the effects of tightening impulse and the impact on real money market and risk markets.

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