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A comment on IBM Stops Buybacks to Pay for Red Hat. Parent comment
The Fed only signaled a return to rate cuts two months ago.
> But the fed doesn't control long term rates (probably wish it did).
I never said they "control" long-term rates, but they greatly influence them, especially in terms of how low they can go.
> The long end isn't the same. It is driven by return on capital (higher returns both seek out loans and can afford to pay more for them).
Like this?
https://m.privatewealth.usbank.com/pcrcp/images/articles/201...
> If there was long term mispricing we would see it in the tips market, and we don't.
I don't see that. It takes quite a while for overvalued asset prices to make a dent in the CPI, by that time it's more likely that the bubble has popped.
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The Fed only signaled a return to rate cuts two months ago.
> But the fed doesn't control long term rates (probably wish it did).
I never said they "control" long-term rates, but they greatly influence them, especially in terms of how low they can go.
> The long end isn't the same. It is driven by return on capital (higher returns both seek out loans and can afford to pay more for them).
Like this?
https://m.privatewealth.usbank.com/pcrcp/images/articles/201...
> If there was long term mispricing we would see it in the tips market, and we don't.
I don't see that. It takes quite a while for overvalued asset prices to make a dent in the CPI, by that time it's more likely that the bubble has popped.