Fed Tightening May Usher in Yield Curve Inversion Late This Year, BofA Says

  • Bank of America sees that happening late 2022 or early 2023
  • Inversion’s recession-signaling power remains solid, BofA says
Market Pricing In 2024 Rate Cuts: JPM's Berro
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The yield curve is bounding toward inversion as soon as this year as the Federal Reserve lays the groundwork for a rate-hiking cycle set to start next month, according to Bank of America Corp.

The narrowing of the gap between short- and long-term rates -- already underfoot -- is the normal outcome as the economy moves from the mid-point to the later-point of a growth cycle, Bruno Braizinha, the bank’s director of U.S. rates strategy, said in a note. The inversion ultimately happens when the Fed tightens its key rate beyond the neutral level, meaning the central bank’s policy is slowing growth.