The Fed has finally reversed course from transitory and now squarely targeting inflation. As they get set to break the economy, it is time to move into short end Treasuries for safety, a little bit of yield and some rolldown.
The Fed Is Ready To Break Things And Two Year Treasuries Are The Place To Be
Forbes - 25 Mar 2022 23:17
The Fed has finally reversed course from transitory and now squarely targeting inflation. As they get set to break the economy, it is time to move into short end Treasuries for safety, a little bit of yield and some rolldown.
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