US Rates Strategy_ Staying Long Duration While Raising UST Yield Forecasts
2025-02-18 05:16
February 14, 2025 09:06 PM GMT US Rates Strategy | North America Staying Long Duration While Raising UST Yield Forecasts Fewer and later rate cuts from the Fed in our US economics baseline raise our US Treasury yield forecasts – which we keep well below consensus and the market forwards. We see the 10y Treasury yield ending the year at 4.00%, with risks skewed to lower, not higher, yields. Stay long 5y Treasury notes. Key Takeaways Please add me to your distribution list. | M February 14, 2025 09:06 PM GMT ...