Madison Investments' Fixed Income Director Mike Sanders noted in a report that the ongoing steepening of the US Treasury yield curve reveals a critical aspect of monetary policy effects: "Policy actions can significantly influence the short end of the yield curve, but long-term structural issues—including inflation exceeding targets and massive fiscal deficits—will continue exerting pressure on the long end."
He stated that Fed Chair Powell's acknowledgment of labor market weakness quickly boosted bond buying, reversing initial Treasury sell-offs and pushing the yield curve higher. Madison anticipates the Fed will slow its subsequent easing pace, predicting policy will remain unchanged until Q2 2026.
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