
If The Curve Doesn’t Get Steeper Soon, One Strategist Is Going To Lose His Mind
So you should care about the evolution of rates strategists' forecasts for the yield curve because, well, because in many respects, the entire reflation narrative hinges on the trajectory of yields and the shape of the curve.
On strategist who has had a bit of a tough time reconciling the abrupt "pause" in the post-election rates selloff with his previous forecast is Deutsche Bank's Dominic Konstam. To be sure, Konstam's weekly notes are good and are always worth a read, but you'd certainly be