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March 15, 2023

Elevated bond market volatility heading into the next FOMC meeting.

Over the last few months, we have been noting the shape of the U.S. Treasury yield curve. Expectations for more rate hikes increased as the Fed continued to be hawkish, and the curve inversion worsened. The long end is being driven by a decelerating economic outlook while the front end is more responsive to Fed...
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