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Macro US Stocks

Treasury-Fed Pact Could Boost 30Y Bonds: Citrini

Citrini Research suggests a new ‘Treasury-Fed agreement’ could emerge as the Treasury shifts to short-term debt and the Fed shrinks its balance sheet, reducing long-term supply and potentially lowering long-term yields. The firm recommends betting on 30-year Treasuries outperforming 5-year notes.

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