11min chapter

At Any Rate cover image

US Rates: US Rates Markets 2024 Mid-year Outlook

At Any Rate

CHAPTER

Analysis of Treasury Market Dynamics and Financing Needs

The chapter delves into the supply and demand dynamics in the treasury market, discussing the increase in duration supply, stable coupon auction sizes forecast, and potential financing gaps in the future. It also touches on the shift towards more price-sensitive hands, trends in bank and foreign demand, and recommendations for managing risks related to term premium by adjusting durations in the curve.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode