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RE: LeoThread 2023-05-08 22:44

1/ Why will interest go down? Economic conditions are deteriorating. When that happens, banks do no thave to compete with the economy for money. The flight to safety takes over.

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The market is already anticipating that scenario. Fed from here on will pause, most likely, but at some point, it will be compelled to slash the rates again. The last time we saw 5.25% was in 2007, we know what happen aftermath of that year

Think about the fact that the #fed own target is 2%. That means to even normalize, it has to drop rates according to their own policy.

2/ This means that bonds do not have to be pay with yield since prices are bid up in a move towards safety. Here we see how rates head down.