25min chapter

Forward Guidance cover image

The Bottom Is In For Yields, NOT Equities | Vincent Deluard

Forward Guidance

CHAPTER

Treasury Yields and Market Dynamics

This chapter explores the recent drop in treasury yields, driven by artificial factors rather than fundamental fiscal improvements. It discusses the interconnected roles of buyers like central banks and primary dealers, highlighting the implications of liquidity and market rebalancing. Additionally, the chapter examines the potential impacts on equities and the broader financial landscape as the treasury issuance strategies evolve.

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