tenjin.blog
Macro Regime Weekly #4, 2026-08-24: The Long End Confirmed, and the Treasury Bought It Back. Edition #4 of Macro Regime Weekly, published Mondays: policy rates and dissents, the curve, the energy shock driving the regime, and the dated calendar ahead. Edition #2 (2026-08-10) is the series' free sample. Edition #3 (2026-08-17) argued that the September hike bid had broken on activity data rather than on inflation, and that the long end refused to confirm it. As of 2026-08-24, covering 2026-08-17 through 2026-08-21, the last session for which the Treasury has published a curve. Two revisi
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