Will the Fed keep interest rates ‘higher for
longer’? By Vivekanand Jayakumar, The Hill - 05/16/23
https://thehill.com/opinion/finance/4005495-will-the-fed-keep-interest-rates-higher-for-longer/
https://thehill.com/opinion/finance/4005495-will-the-fed-keep-interest-rates-higher-for-longer/
A problem for the housing market: People won’t quit
their cheap mortgages
https://www.washingtonpost.com/business/2023/05/14/mortgage-rates-housing-supply/
The Fed’s Long-Tail Housing Market
https://www.wsj.com/articles/federal-reserve-interest-rates-housing-market-home-prices-consumer-spending-eb5b1527
https://www.washingtonpost.com/business/2023/05/14/mortgage-rates-housing-supply/
https://www.wsj.com/articles/federal-reserve-interest-rates-housing-market-home-prices-consumer-spending-eb5b1527
My earlier pieces about bond market mispricing:
JULY 2021: Is the recent dip in Treasury yields a cause for concern?
https://thehill.com/opinion/finance/565660-is-the-recent-dip-in-treasury-yields-a-cause-for-concern
AUGUST 2022: Are investors right in expecting a dovish Fed pivot?
https://thehill.com/opinion/finance/3582559-are-investors-right-in-expecting-a-dovish-fed-pivot/
FEB 2023: Are markets right in expecting an ‘immaculate disinflation’?
https://thehill.com/opinion/finance/3844349-are-markets-right-in-expecting-an-immaculate-disinflation/
JULY 2021: Is the recent dip in Treasury yields a cause for concern?
https://thehill.com/opinion/finance/565660-is-the-recent-dip-in-treasury-yields-a-cause-for-concern
AUGUST 2022: Are investors right in expecting a dovish Fed pivot?
https://thehill.com/opinion/finance/3582559-are-investors-right-in-expecting-a-dovish-fed-pivot/
FEB 2023: Are markets right in expecting an ‘immaculate disinflation’?
https://thehill.com/opinion/finance/3844349-are-markets-right-in-expecting-an-immaculate-disinflation/