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Timmerfidelity
@timmerfidelity~을 사용하여 Foxdeo를 사용하면 텍스트와 그림을 전세계 사람들과 즉시 공유 할 수 있습니다! 무료로 우리와 함께하십시오.
Timmerfidelity 업데이트
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Based on the forward curve, the Fed is expected to push the real rate up to 2.1%. Add 1% from the effects of QT, and you get to a properly restrictive zone. As we see here, this Fed cycle has fallen in line with past cycles. We may be approaching an
- Fed impact: The increase in the terminal rate has pushed long rates back up to their June peaks. Note how the 10yr is lagging behind the terminal rate: that’s the inversion at play.
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