The bond market is not omniscient; it has a history of pricing tightening cycles too soon and calling the cycle over before it actually ends; in 2023 markets priced 4 cuts and Fed hiked more instead, showing bond market error is possible.
normativepending
Speaker
Neil DuttaEvidence Quote
“the bond markets have a habit of pricing and tightening Cycles too soon once the tightening cycle starts the bond markets have a habit of thinking that the cycle over way before it actually ends right”
Created: 8/12/2026, 6:02:32 PM
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