Q3 A Critical Turning Point: Fed Reversal, Recession, More Inflation, Weaker Dollar
Wealthion - Be Financially Resilient
00:00
Is There a Supply Demand Dynamic in Treasuries?
Luke Abend: There can be a supply demand dynamic in treasuries we've never seen before. Recession, even a modest one, i think you're ging to see yields up, unless the fed is much more aggressive with ce ah. And so that's why say it, it depends on how the policy may as you go into recession, and yeld start going up in recession,. That just is a debt death spiral vortex, until right rates up or receipts down.
Play episode from 04:01
Transcript
