Re: Nice Bet China
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you think interest rates are going up? that is the opposite of what ive seen and read pretty much everywhere.
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no i don't think interest rates are going up.
i think the yield curve will steepen and break even inflation will increase.
on a separate note, i do think that long term US treasury yeilds will overall rise, especially on the long end in the next few years for many reasons.
Barron
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