Interest rates continue to be at a critical point cyclically. Please see the previous asset class report on bonds for context:
Asset Class Report: Bonds
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This article is meant to be the first of the “Asset Class Reports” (see “About” Section) focusing on bonds. I laid out the updated version of this Substack in this report: link Today we are focusing on interest rates across the curve, their specific drivers and the R:R as we move into the end of Q4.
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