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Real Vision: Finance & Investing
#985 - What's Coming for Markets in March? with Andy Constan
Mar 1, 2024
Analyzing the tech sector’s surge, implications of declining yields, Fed’s QT remarks. Forecasting March data. Discussing largest AI event in Asia, market signals, interest rate normalization impact. Exploring tech stock valuation, GDP growth, managing investments in uncertain times.
35:47
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Quick takeaways
- Quantitative tightening actions impact bond markets by reducing excess liquidity, influencing long-term bond investment decisions based on real yields and GDP growth.
- Uncertainty surrounds the future direction of the dollar index, with limited movement and conflicting opinions, highlighting the complexities in currency markets.
Deep dives
Impacts of Quantitative Tightening and Bond Markets
Quantitative tightening actions by the Fed have led to a reduction in the excess liquidity and savings in the financial system, impacting bond markets. With a significant supply of treasuries and strong real growth in the economy, challenging the attractiveness of investments like TIPS and TLT, decisions on long-term bond investments are influenced by factors like real yields and GDP growth.
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