EPISODE · Nov 25, 2020 · 25 MIN
Getting more clarity
from Curve Your Enthusiasm · host Royce Mendes, Ian Pollick
Ian & Royce discuss the implication of recent vaccine developments on the bond market and what it means for our macro forecast. As well, Royce discusses what the appointment of Yellen to Treasury Secretary means for the FOMC. Ian speaks about the reflation theme and what the bond market expects from the upcoming Budget update on November 30th Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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What this episode covers
Ian & Royce discuss the implication of recent vaccine developments on the bond market and what it means for our macro forecast. As well, Royce discusses what the appointment of Yellen to Treasury Secretary means for the FOMC. Ian speaks about the reflation theme and what the bond market expects from the upcoming Budget update on November 30th
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Getting more clarity
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