3rd March 2021

  • Brainard Says Recent Bond Market Moves Have ‘Caught’ Her Eye

Fed governor cites improving outlook while noting risks remain

Says economy remains far from Fed’s goals for inflation, jobs

https://blinks.bloomberg.com/news/stories/QPCWNMT0G1KY

  • Guggenheim’s Minerd Says Treasury Yields Can Still Turn Negative

CIO says five-year yield could hit all-time low of 0.10%

Unprecedented money supply, stimulus to keep bonds supported

https://blinks.bloomberg.com/news/stories/QPD7ZHT1UM0W

  • ‘Violent’ Moves May Be in Store for Treasury’s Belly: LH Meyer

https://blinks.bloomberg.com/news/stories/QPCR5ET0AFBM

  • World Economy’s $2.9 Trillion Cash Hoard Will Drive the Recovery

Bloomberg estimates U.S. has $1.5 trillion in extra savings

Whether savings are run down will determine recovery speed

https://blinks.bloomberg.com/news/stories/QPDN8UDWRGGB

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