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We Have Been Lied To...
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Everyone wants to know why LT rates are going higher. Is it the Fed? Soft landing? Perhaps inflation with oil? Market curves have had the answer this entire time, but the selloff at first seems to complicate the matter. With data we have, we can start eliminating possibilities.
Eurodollar University's Money & Macro Analysis
Chair Powell Press Conference Transcript; Sept 20, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230920.pdf
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.