RiskReversal Pod cover image

These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT

RiskReversal Pod

00:00

The Actions of the Federal Reserve and the Treasury

The chapter discusses the steps taken by US policymakers to alleviate stresses in the treasury curve, including efforts to jawbone the dollar down and loosen financial conditions, as well as a surprising issuance shift by the government. It analyzes the impact on bank reserves, financial conditions, and the dollar, comparing it to yield curve control. The chapter also mentions the potential dysfunction in the treasury market and the implications for various assets.

Play episode from 37:04
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app