Navigating November

As November approaches, the discussion tackles the U.S. rates market's reaction to the presidential election and its implications for inflation. There’s a deep dive into how political uncertainty affects Treasury performance and the limitations of yield trends. Comparisons are drawn between the 2024 and 2016 elections, highlighting polling changes. The Federal Reserve's strategies amidst these dynamics and its approach to interest rates come under scrutiny, while the stability of the Treasury market is analyzed in light of incoming economic indicators.