Nellie Liang, a senior fellow at Brookings and former Treasury undersecretary, Ira Jersey, a chief interest rate strategist at Bloomberg, and Josh Younger, a Columbia lecturer, dive into the crucial U.S. Treasury market. They discuss concerns about bond demand amidst rising deficits and dissect the complexities of liquidity and volatility in financial markets. The trio draws parallels between historical strategies and current buyer motivations, exploring the impact of inflation and fiscal policies on market dynamics, while emphasizing the need for robust liquidity.
