Tariffs nudge prices up but can shrink Treasury coupon supply
Channel tariff revenue to bills to compress term premia and enable Fed cuts
Extending tax cuts swells deficits, hardens long yields, and …
Discourse Link
https://summit.siai.org/t/tariffs-taxes-and-the-term-premium-trap-why-the-feds-next-move-hinges-on-treasurys/385
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