Forward Guidance cover image

Forward Guidance

Inflation Forces The Fed's Hand | Joseph Wang & George Goncalves

Apr 13, 2022
54:10

Podcast summary created with Snipd AI

Quick takeaways

  • Inflation erodes purchasing power and negatively impacts returns on bond investments.
  • Increased net issuance and quantitative tightening could result in a significant amount of new supply in the Treasury market.

Deep dives

Inflation is a major concern for the bond market

Inflation erodes purchasing power and negatively impacts returns on bond investments.

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