Macro Cay: Possible reversal of the United States Treasury Performance Curve

The Kaiser macro said that, as a result of the tensions and interest rate hikes in the Strait of Hormuz, the margin of return on United States Treasury debt over the 10-year and two-year periods would narrow and the yield curve could be upside down. The Kaiser Macro forecasts that the Fed will increase interest rates by 75 basis points in the coming year, with the current market reflecting 40 basis points。