The Fed, ETFs, Inflation, and Obesity Drugs (Podcast)
Bloomberg Intelligence
00:00
The Demand for Durability-Specific Funds
Investors are shorting the Treasury market, whether we're talking about the two or the 10 year. speculative futures net positioning has been at a record when we're looking at these bonds. Our view is that yields are going to be higher for longer. We had some good numbers last year, yesterday in terms of inflation of 4%. But at the same time, the Fed still has a 2% goal.
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