OPER - Is The Treasury Market Wrong Because Of Hedgers?

I have some seen some commentary about hedging demand and Treasury yields. One typical interpretation is that hedging demand is pushing Treasury yields "too low," and so, the signal from the yield curve is distorted. Furthermore, one could argue that this represents some form of "bond bubble."

Since I do not give unsolicited investment advice to random strangers over the internet, I cannot give an answer to those questions. However, I can safely discuss the background behind these arguments, which have some merit (but are perhaps dangerous).

V-Shaped Yield Moves

The figure at the top

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