US Bessent: 2-year Treasuries are telling you overnight rate too high ...Middle East

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US Bessent: 2-year Treasuries are telling you overnight rate too high
I see great demand for US debt.Debt management process is methodical.We won't have to worry about x-date later this morning.Debt limit measure should get us into 2027.Inflation expectations should be coming down.

In markets, when the 2-year Treasury yield falls below the Fed's overnight rate, it's generally a signal that the market is expecting the central bank to cut rates soon (or the Fed reached the end of the tightening cycle depending on the context). The market can be wrong though and it indeed got it wrong in 2023 when the yield dropped to 3.55% in March and then rose back to a new cycle high in October at 5.25%.

This article was written by Giuseppe Dellamotta at www.forexlive.com.

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