Episode 006. Can the Treasury Bully the Bond Market?
Om avsnittet
In a regime where financial conditions never tightened and liquidity never left, the Treasury could open its wallet the same week the Fed decides whether to hike. Is it a fool’s errand?
Chapters
00:00 - Introduction and Topic Overview
02:23 - Defining Financial Conditions vs. Liquidity
05:54 - Liquidity and the Fed's Balance Sheet
08:26 - The Role of the Treasury General Account (TGA)
12:48 - Market Liquidity and Inflation Fears
21:51 - Term Premium and Market Risk
24:41 - The "Liz Truss Moment" and Bond Vigilantes
32:26 - Outro
Learn more about Bianco Research: https://www.biancoresearch.com/
Sign up for a free trial of Bianco Research here: https://www.biancoresearch.com/free-trial/?source=SPOT082826
Fler avsnitt
Visa alla avsnitt av Rational DissentRational Dissent med Bianco Research finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.