We were joined by @Globalflows to discuss the short-bond trade.
Find the show notes below:
- Part 1 (0:00 – 25:00) – Forces driving Stocks vs Bonds, State of the US Economy, Balance Sheet Liquidity, Treasuries vs Bills issuance, Sources of Spending, Pricing-in issuance, Buyers of Bonds
- Part 2 (25:00 – 49:00) – Yield Curve Dynamics, Forecasts for Inflation and Growth, Fed Funds Future Curve, State of the Cyclical Indicators, Interest Payments vs Expenses, Maturity Wall, Pre-requisites for Recession, Asset Markets & Trade Ideas
Follow both @prometheusmacro and @Globalflows on Twitter for more. If you enjoyed this discussion, make sure to let us know in the comments below, Finally, if you haven’t already, don’t forget to subscribe.
Hi Aahan and Team,
Thank you for all the work you do. I am a huge fan! I wanted to ask for ST Bill Issuance and Issuance from the Treasury, where do you source this information? Thanks.
Best,
Sennan
As a Newbie, I am permanently exploring online for articles that can be of assistance to me. Thank you