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George Robertson

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Fixed income, equity, Fed, vol, options, PM,40y capital mkts. Start was Sali then bonds for Mulheren. Bass Cargill. CIO. This is not advice or solicitation.

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Tweet Oct 24, 2022
The inversion in US Treasurys is not as previous inversions. Prior to 2014, the Fed following Fisherian principles applied to contemporaneous factors would tighten and the longer maturities stay close to long term expected NGDP expected growth. The
by George Robertson
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