Flattest Treasury Yield Curve Since 2008

The video discusses the challenges of trading around the Jackson Hole event, focusing on the yield curve's behavior and market expectations of a dovish Federal Reserve. It explores the potential for a steeper yield curve due to lower real yields and the impact of Fed policy on long-term investments. The consensus leans towards a strategy of playing the steepener, but the discussion also highlights the possibility of a flatter curve. Investment opportunities in long-term Treasurys are considered, with potential returns discussed.

Discuss the potential outcomes of playing the steepener versus the flattener in the current market.

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What does the market expect regarding the Fed's future actions based on Fed fund futures?

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