A Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan & Bob Elliott

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September 13, 2023

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On todays episode, Andy Constan Founder of Damped Spring Macro Research & Bob Elliot CIO at Unlimited Funds join the show for a discussion on the emerging signs of a recessionary slowdown, the wave of U.S treasury issuance & it's impact on the long end of the bond market. To hear all this & more, you'll have to tune in!
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00:00 Introduction
01:11 Fading A Recession In 2023, But Are The Tides Turning?
10:55 Central Banks Have Capitulated On Their Inflation Fight
19:04 Blockworks Research Ad
19:51 Understanding The Bond Market Repricing
27:24 U.S Treasury Issuance Will Cause A Further Decline In Markets
31:50 Inflation
36:36 A Credit Crisis Is Unlikely
51:03 How Have Hedge Funds Performed In 2023?
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

The views or opinions expressed in the broadcasts are solely those of the individuals involved and do not necessarily represent those of INK Research and Canadian Insider.