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April 5, 2023

Long-term Treasury yields made lower highs than prior cycles despite high levels of inflation measures.

Since the start of 2022, the federal funds target range has moved from 0-0.25% to 4.75-5%, and the Consumer Price Index (CPI) year-over-year growth rate made a high of 9.0% in June 2022. While 4.75-5% is a lower absolute level than prior rate hiking cycles, 4.75% is the most that has been added to the...
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