Economic Shifts Ahead
The recent deceleration in private payroll growth and the Fed's unexpected decision to prioritize labor markets over inflation signal a significant shift in economic strategy. With growth forecasts rising and fiscal expectations changing due to the reelection of Trump, the budget deficit is set to increase dramatically. This trend necessitates finding new investors for the burgeoning treasury market, leading to higher yields and a steeper curve.In this clip
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Odd Lots
Lots More on the Global Selloff in Government Bonds
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