Listen "“Debt ceiling” economics"
Episode Synopsis
Debt ceiling drama. Bill curve dislocation. Fed in holding pattern.Laurie Mount, Portfolio Manager on the BlueBay US Fixed Income team, breaks down the latest on debt ceiling negotiations and explains how the shrinking supply of Treasury bills is creating distortions in the bill curve, noting yields on some maturities topping 4.3%.With record cash in money market funds and the Fed expected to stay patient, Laurie shares how she’s managing risk while staying liquid and flexible in an evolving rate environment.
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