
The Smead Book List - Winter 2025
A Book with Legs
00:00
Nick: Flat 10-Year, Falling Short Rates
Nick expects short-term rates to fall while the 10-year remains neutral, favoring bank net-interest margins.
Play episode from 31:06
Transcript

Nick expects short-term rates to fall while the 10-year remains neutral, favoring bank net-interest margins.