Macro Mondays #21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
5 snips
Oct 29, 2023 In this podcast, Bob Elliott, an expert in US Treasuries and founder of Unlimited Funds, discusses the outlook for treasuries and the impact of new House speaker and upcoming appropriations talks. Other topics include inflation trends, debt issuance battle, foreign purchases of treasuries, steps before Fed can ease, European inflation, challenges of shorting in bonds, and a possible rally in the long end of the yield curve.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Potential Increase in 10-Year Yields and Treasury's Cash Holdings
03:21 • 5min
Debt Issuance Battle and Trump's Foreign Policies
08:03 • 7min
Decrease in Foreign Purchases of Treasuries and Europe's Plans for Ukraine
15:01 • 6min
Steps Before Fed Can Ease
21:23 • 19min
European Inflation and Long End Duration
40:15 • 18min
Challenges of Shorting in Bonds and Reasons for the Current Short Position in Equities
58:31 • 3min
Mean Reversal and Possible Rally in Long End of Yield Curve
01:01:25 • 3min