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TLTIEFBALANCEDSubstantive discussion · 3/5

Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.

Treasury's bill shift is tactical, not fundamental

Jim Bullard characterized the Treasury's announcement to ease bill issuance as a helpful tactical move for the bond market, but not a fix for the underlying fiscal and monetary policy drivers of higher yields.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE