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No Need For Yield Curve Inversion (There Is Already Much Worse Indicated)

Submitted by Jeffrey Snider via Alhambra Investment Partners, Though I highly doubt he will admit it, he’s just not the type, even Ben Bernanke knows on some level that bond market is decidedly against him, or at least his legacy. Economists have a funny way of looking at bonds, decomposing interest rates into Fisherian strata. To monetary policy, interest rates break down into three parts: expected inflation over the term of the security; the expected path of real short-term rates; and the residual term premium.
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