Rates may be about to decrease heavy and rates hike may have to be delayed.
Comments
QuantitativeExhaustion
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It's hard to imagine a rate hike with TLT flying through the roof.
YaKa
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or they increase rates but the curve does not steepen... as market estimates that growth will be slowed then...
anyway: one way or another it seems a contrarian trade is going on: LT rates are coming off.
YaKa
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maybe we will get negative steepness... we are going through non standard scenarios since a few years..
negative rates...
CHF increasing 30% in a few minutes...
everything is possible these days - non text book scenarios