Short Bonds feat. Global Flows

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. 

272 thoughts on “Short Bonds feat. Global Flows”

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