
Deer Point Macro
@deerpointmacro
Followers
30K
Following
18K
Media
5K
Statuses
13K
Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps.
United States
Joined August 2019
10y headed towards our target of 4.50%, as growth fears waned yields on the long-end were bound to move higher.
See 10y around 4.5%:. Currently rally in 10y seems to be a function of growth fears. However, as per my forecast for Real GDP expecting to see growth around 2.5% real. Now bringing that over to the model we have for the 10y (previous forecast vs actual) currently anticipation is
7
2
15