bullish
US Rates: The Calm Before The (Policy) Storm
SUMMARY
- The combination of policy decisions in the US rates markets has led to a significant decline in tenure yields.
- There appears to be policy coordination between fiscal and monetary authorities, with the treasury displaying flexibility and the Fed focusing on tightening in financial conditions.
- The upcoming Fed meeting is anticipated to provide forward guidance on policy tightening, with expectations of a move towards a neutral bias and steps towards eventual easing or cutting. Inflation language in the statement may also be up for debate.
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