Why The Macro Is Still Bullish Liquidity | Weekly Roundup
Forward Guidance
Economic Outlook Post-Election
This chapter examines the potential implications of the upcoming election on the economy and financial markets, emphasizing confidence in macroeconomic stability regardless of the outcome. It highlights recent corporate earnings performance, treasury borrowing strategies, and the influence of stablecoins on demand for US Treasury debt. The analysis critiques alarmist viewpoints on deficit spending while suggesting a more stable economic environment under current bond market conditions.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
