3 Comments

"Again, the inflation hawks must tell us why their story remains so dire after the data during the past two weeks."

Out with it.

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Excellent read. You might enjoy my view on this.

https://finiche.substack.com/p/market-minutes-and-portfolio-update

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Yes. I'd really like to know what people who are sure that the Fed should continue raising rates say about the movement of the TIPS breakeven rates back to target.

[I'd also like to knw why the Treasury doesn't provide us with some intermediate tenor TIPS.]

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