Subject: Re: January inflation numbers
With inflation showing to be in the 3-4% range, I'm not sure why any interest rates cuts are expected. The economy would really have to slow down and in general it isn't. The job market is still strong.


The 10Y bond is at 4.3%, Fed Funds is 5.25% - my sense is that these need to flatten out a bit; the job market and interest rates don't seem all that correlated recently.

tecmo
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