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Lower Rates Do Not Require a Recession
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Lower Rates Do Not Require a Recession

Recession or not, Treasury yields are set to head lower

David Rosenberg's avatar
David Rosenberg
Aug 09, 2024
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Early Morning with Dave
Early Morning with Dave
Lower Rates Do Not Require a Recession
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Highlights

  • Recession or not, Treasury yields are set to head lower

  • The trend in initial claims is still pointing higher…

  • … and the backlog of continuing claims is growing

  • The secular call on Japan remains intact

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