Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
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(00:26) Spinozzi Remains Bearish On Very Long Duration Bonds
(08:18) View On Investment Grade Bonds
(09:46) Who Will Be Marginal Buyer Of U.S. Treasurys?
(15:40) Foreign Demand for U.S. Treasurys (& Japanese Investors)
(22:40) The Shape of the Yield Curve
(24:07) Balance Sheet Policy (QT & QE)
(32:32) Much Of Europe Is In Recession
(42:21) European Demand For U.S. Treasurys
(45:47) Barbell Approach To Fixed Income (Short-Term & 10-Year)
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Disclaimer: Nothing discussed on Forward Guidance 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.