EPISODE · Jan 30, 2024 · 2 MIN
US Treasury Borrowing Estimates | Morning Markets
from True Potential Morning Markets · host True Potential
The US Treasury borrowing requirements were lower than projected in October 2023. The prospect of the supply of US government bonds being $100bn lower than expected for Q1 and Q2 2024 coupled with expectations of positive real GDP, falling inflation and the propsect of interest rate cuts paints an effective picture for asset markets. Global bond markets also responded positively on the day to a shift in tone from certain European Central Bankers, more open to the idea of interest rate cuts in Summer of this year.
What this episode covers
The US Treasury borrowing requirements were lower than projected in October 2023. The prospect of the supply of US government bonds being $100bn lower than expected for Q1 and Q2 2024 coupled with expectations of positive real GDP, falling inflation and the propsect of interest rate cuts paints an effective picture for asset markets. Global bond markets also responded positively on the day to a shift in tone from certain European Central Bankers, more open to the idea of interest rate cuts in Summer of this year.
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US Treasury Borrowing Estimates | Morning Markets
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