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Listen "Asset Allocation Bi-Weekly – Activist vs. Accommodative Treasury Issuance (8/26/24)"
Episode Synopsis
One of the challenges for fixed income investors is figuring out what part of the yield curve is most attractive and carries the least risk at any particular time. Some market observers who worry about overstimulation of the economy are pointing an accusatory finger at the US Treasury. Confluence Associate Market Strategist Thomas Wash joins the podcast to unravel the various points of view and explain the debate over whether the Fed and Treasury should coordinate their policies.
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