09/15/2026
What could today’s elevated long-term interest rates mean for the path ahead?
In his latest commentary, Guy LeBas takes a closer look at the forces shaping Treasury yields and the potential implications for Federal Reserve policy. Click the link to read the full report.
Recent attempts by fiscal and monetary authorities to talk U.S. yields lower have largely failed, necessitating the Federal Reserve to take action to avoid “losing the long end.”