bearish

We're Off to See the Wizard of Fed

214 Views20 Jun 2025 00:25
The Fed will remain tied to the movements in the treasury market regardless of its inflation and employment mandates, otherwise it risks larger economic problems.
What is covered in the Full Insight:
  • Introduction: The Influence of the Fed on Treasury Market
  • Bullish Outlook: Capitalizing on Rising Yields
  • Bearish Risks: Self-Fulfilling Debt Cycles
  • Debunking the Fed's Control on Long-term Trajectories
  • Conclusion: Investment Strategies Amid Shifting Yields
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
Logo
Top Quartile
David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
EquitiesCross Asset StrategyThematic (Sector/Industry)
x