Gundlach's been drawing some interesting parallels to 1995 lately. Looks like the Fed's policy rate is finally catching up to where the 2-year Treasury has been trading. That spread compression tells you something about market expectations shifting. Back in '95, we saw a similar convergence right before the Fed pivoted—wonder if history's setting up to rhyme here. Worth watching how bond traders are positioning around this setup.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
19 Likes
Reward
19
10
Repost
Share
Comment
0/400
NeonCollector
· 12-13 21:13
Gundlach is digging into the history again... Is the 1995 scenario really going to repeat itself? I have my doubts.
View OriginalReply0
GasWaster69
· 12-13 03:34
NGL Gundlach's 1995 benchmark theory has become tiresome to me, but indeed, the spread compression aspect is worth paying attention to.
View OriginalReply0
TeaTimeTrader
· 12-12 23:49
Is the 1995 version coming back? Bond traders have already caught on to the smell.
View OriginalReply0
OfflineValidator
· 12-12 18:49
The wave in 1995 was indeed interesting, but our current situation is much more complicated.
View OriginalReply0
ZKProofster
· 12-11 10:54
ngl the 1995 parallels are cute but have people actually checked the underlying cryptographic commitment structure of these rate signals? the math doesn't quite guarantee what folks think it does
Reply0
TopEscapeArtist
· 12-11 10:50
Replaying the drama of 1995 again? I've already been accumulating at high levels and waiting. The technical indicators like MACD golden cross have appeared, and now you're telling me to watch the yield curve? That's a warning sign, everyone. This head and shoulders top pattern is becoming more and more obvious.
View OriginalReply0
PretendingToReadDocs
· 12-11 10:50
The wave in 95 was definitely interesting, but whether this time the Fed will actually pivot is still uncertain.
View OriginalReply0
DAOdreamer
· 12-11 10:45
Is the 95-year-old thing happening again? Fed's move this time is quite interesting.
View OriginalReply0
CryingOldWallet
· 12-11 10:38
Back in 1995, I also analyzed the candlestick charts, but this time it's a bit different. It feels like the market is betting that the Fed will change course.
View OriginalReply0
NFTHoarder
· 12-11 10:36
Will the events of 1995 really repeat? I think it's uncertain; this wave of spread compression feels like they're testing the bottom line.
Gundlach's been drawing some interesting parallels to 1995 lately. Looks like the Fed's policy rate is finally catching up to where the 2-year Treasury has been trading. That spread compression tells you something about market expectations shifting. Back in '95, we saw a similar convergence right before the Fed pivoted—wonder if history's setting up to rhyme here. Worth watching how bond traders are positioning around this setup.