Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23
The Exchange
00:00
Bond Yields, Treasury Supply, and Federal Reserve Outlook
This chapter discusses the recent trends in bond yields and Treasury supply, including the upcoming auction results and Federal Reserve Chair Powell's speech. It also analyzes the labor market cooling, increase in jobless claims, and the implications for investors. The chapter highlights the factors contributing to upward pressure on bonds, as well as the long-term structural pressure on the federal deficit.
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Transcript
