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Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
Forward Guidance
React to Data, Not Anticipate It
The speaker emphasizes reacting to data rather than trying to anticipate it when making investment decisions. They mention the unpredictability of markets and the potential for assets like equities to continue attracting more investments than bonds. The speaker also points out the challenges ahead in terms of bond supply and the likelihood of the budget deficit not reducing regardless of the outcome of the US elections, highlighting the complexities of manipulating the issuance of bills against bonds.
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