TARIFFS AT THE FRONT, TERM AT THE BACK

from BID/ASK · host Rhaul Nasa

THE 30YR HAS BEEN ABOVE 5 FOR THE LONGEST STRETCH SINCE 2007, WITH THE FED 150BP LOWER THAN IT WAS THEN. THAT GAP IS TERM PREMIUM, NOT POLICY. INSIDE: WHY THE FED CANT FIX THE LONG END, HOW IT TRANSMITS TO YOUR AI NAMES, AND WHAT SECTION 301 DOES TO THE INFLATION LEG ON FRIDAY.

Episode metadata supplied by the publisher feed · Published Jul 23, 2026

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TARIFFS AT THE FRONT, TERM AT THE BACK

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