Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds

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Timestamps:

(00:00) Introduction

(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.