In late April the @CarsonResearch team added some treasuries, as we expected lower rates.
This wasn't popular, as many claimed inflation and higher rates were staying.
Now yields are breaking down and longer duration bonds are doing quite well.
www.carsongroup.com/insights/blog/rates-are-higher-just-like-everyone-expected/
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Barchart
Barchart
Treasury Yields continue to dump! The 10-Year has fallen below 4.3% for the first time since March pic.twitter.com/tPF01pD8sz