Analysis of recent monetary policy events, global fixed income impact, rate cut expectations, Fed policy signals, QT tapering announcement, market response to Fed policy, potential rate cut in June, and economic data anticipation.

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 18th, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 11th, 2024, and respond to questions submitted by listeners and clients.

In this podcast, experts analyze the recent treasury market performance, Fed's rate cut debate, market dynamics, investor sentiment, economic indicators, job market trends, and Fed messaging. They discuss the impact of core PCE numbers on the 10-year yield, effectiveness of monetary policy interventions, and potential challenges for the Fed in adjusting economic indicators and messaging as core inflation may reaccelerate in 2024.

Exploring the Fed's cautious stance on potential rate cuts despite positive economic indicators and rising inflation. Discussions on market shifts, bond market influence, and factors guiding Fed's decision-making. Analyzing recent market moves, treasury market dynamics, and upcoming auction schedules with insights into Fed speakers and rate cut scenarios.

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 20th, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 12th, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 5th, 2024, and respond to questions submitted by listeners and clients.

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of January 29th, 2024, and respond to questions submitted by listeners and clients.

Discussion on recent developments in the US rates market, including potential delay in rate cuts. Exploring the Federal Reserve's monetary policy and market expectations of a rate cut in March. The impact of Fed actions on financial conditions and real estate market. Ongoing risks in Yemen and China's recovery and their impact on oil prices and the US rates market. Close monitoring of market trends and challenges in underwriting supply.