Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro

On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity.

With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportunity to be short stocks & bonds and he expects further headwinds for assets in this environment. To hear Aahan explain why, and much more, you'll have to tune in!

--

Follow Prometheus Research on Twitter: https://twitter.com/prometheusmacro

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

--

Use code GUIDANCE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw

Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos

--

Timecodes:

(00:00) Introduction

(00:27) Progressing Through A Tightening Cycle

(07:57) How To Measure Liquidity

(15:51) A Wave Of U.S Treasury Issuance Is On The Horizon

(24:09) Is The Fed Behind The Curve?

(29:10) Inflation

(38:25) Credit Is Contracting, Just Not Enough... Yet

(43:17) When To Shift From Short Stocks & Bonds

(50:44) Private vs Public Sector Liquidity

(59:41) Prometheus Research

--

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.