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New Data Suggest Interest Rates Could Explode Lower
October payrolls were exceptionally weak, yet LT rates jump? With more rate cuts from the Fed basically assured, questions swirl around the Treasury selloff having many people wondering if there is a 'Trump trade' going on here. The answers are right there in front of us.
Eurodollar University's conversation w/Steve Van Metre
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.