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Dr Ed Yardeni has a long article that attempts to explain the recent strange behavior of Treasuries (it should be open after closing the subscription screen). It has 4 sections: Bonds I: Kerfuffle Bonds II: The Yellen/Bessent Short-Term Solution to Debt Bonds III: Staying Vigilant Bonds IV: Supply & Demand https://www.linkedin.com/pulse/bonds-away-edward-yardeni-eabpe/?trackingId=IIHuxIVYTBSi2psiusvyjQ==
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