Q&A #91
What’s next now that Classroom #27 is out? Who’s good at commodities? Do we need them for inflation? Is the CRE problem systemic? What are the possible outcomes? Has Jeff missed a structural shift in rates, inflation, & economy? What would a eurodollar transition take? Are we close? Why did the 2-year Treasury behave differently last September? Are there implications for the Treasury market and yield curve given the government’s plan to target 2-year to 5-year maturities?
