Short Bonds feat. Global Flows

We were joined by @Globalflows to discuss the short-bond trade.

 

Find the show notes below:

• Part 1 (0:00 - 25:00) - Forces driving Stocks vs Bonds, State of the US Economy, Balance Sheet Liquidity, Treasuries vs Bills issuance, Sources of Spending, Pricing-in issuance, Buyers of Bonds
• Part 2 (25:00 - 49:00) - Yield Curve Dynamics, Forecasts for Inflation and Growth, Fed Funds Future Curve, State of the Cyclical Indicators, Interest Payments vs Expenses, Maturity Wall, Pre-requisites for Recession, Asset Markets & Trade Ideas

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