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Mark Cabana

Longtime rates strategist at Bank of America, offering insights into the bond market and monetary policy.

Top 3 podcasts with Mark Cabana

Ranked by the Snipd community
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30 snips
Jan 31, 2024 • 42min

Mark Cabana on the Fed, QT and Treasury Funding

Mark Cabana, a longtime rates strategist at Bank of America, shares his insights on the bond market amidst a crucial week for the Federal Reserve. He discusses the looming challenge of who will purchase U.S. bonds as the Treasury ramps up issuance. The conversation shifts to the effects of rate cuts on bank balance sheets, alongside the complexities of liquidity management post-banking crisis. Cabana emphasizes the intricate dynamics of the Fed's balance sheet strategies and how they impact market behaviors.
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Oct 8, 2024 • 27min

Bloomberg Surveillance TV: October 8, 2024

Mohamed El-Erian, President at Queens' College Cambridge, discusses the resilience of the economy in absorbing shocks. Mark Cabana from BofA shares insights on anticipated Federal Reserve rate cuts and their implications for markets. Ben Snider of Goldman Sachs highlights potential earnings upside while analyzing the dynamics of equity markets and margin expansion. Together, they navigate the complexities of interest rates, market volatility, and the evolving economic landscape.
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Jan 3, 2025 • 29min

Bloomberg Surveillance TV: January 3, 2025

Ed Yardeni, President of Yardeni Research, shares his insights on the sustainability of the equity bull run. He discusses market trends and the implications of new executive orders impacting national ownership in key industries. Mark Cabana, Head of US Rates Strategy at Bank of America, analyzes the complexities of interest rates in today’s volatile economic landscape. The duo also explores how fiscal policies could shape the future of the US economy, alongside perspectives on employment trends and technological advancements driving resilience.