19min chapter

Monetary Matters with Jack Farley cover image

Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade

Monetary Matters with Jack Farley

CHAPTER

Navigating Interest Rate Securities

This chapter discusses the complexities and strategies involved in trading two-year interest rate securities in a high-rate environment. The speakers highlight the interplay of fiscal policies and the Federal Reserve's balance sheet management while exploring potential impacts on the mortgage market and government financing. They emphasize the importance of timing and adaptability amidst evolving economic indicators and political dynamics.

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