I haven’t given that a lot of thought. AI is likely to have the strongest effects further out.
A year ago I was mainly betting on interest rates going up around 2030 via SOFR futures, because I expected interest rates to go down in 2025-6. But now I’m guessing there’s little difference in which durations go up.
I haven’t given that a lot of thought. AI is likely to have the strongest effects further out. A year ago I was mainly betting on interest rates going up around 2030 via SOFR futures, because I expected interest rates to go down in 2025-6. But now I’m guessing there’s little difference in which durations go up.