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Term Premium and Duration
NOTE · personal
rates
term-premium
note
Summary
Back-of-envelope: 10Y term premium 80bp; room to rise.
Linked to
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◈ Rates Higher for Longer
◉ Trade: TLT
Conviction builder for short duration.
+ Evidence
✕
◈ Rates Higher for Longer
◉ Trade: TLT
Conviction builder for short duration.
+ Evidence
✕