A low in interest rates is near ?

Interest Rates are mean (reverting) converging.

Followers of my musings (and a bunch of fund managers) possibly remember my crowing about for lower rates over the past year or so.

While the U.S. 2 year bond yield may travel lower towards the 3.3% region, much of the decline (since 5%) has been seen.

Such an ebb or upcoming trough for interest rates produces and shores up ‘trades’ in other assets.

April 29, 2025

rob@karriasset.com.au