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Episode 07: Treasury Market Sell-offs The "New Normal"? with Vincent DeLuard
Maggie Lake sits down with Vincent Deluard, Director of Global Macro Strategy at StoneX Group, to discuss why liquidity issues, the California wildfires, and other factors may mean Treasury market sell-offs are the “new normal.” They also discuss the risks facing some tech companies as they try to navigate the new Trump administration and where Vincent sees the most opportunity as the MAGA agenda moves forward.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Chapters
00:00Market Dynamics and the Trump Administration's Influence
11:33 Inflation Trends and Their Impact on Treasuries
19:30 The Future of Bond Yields and Market Liquidity
20:02 Foreign Investment and U.S. Treasury Market Dynamics
22:18 Liquidity Challenges and Market Volatility
25:35 Global Economic Comparisons: U.S. vs. U.K. and Brazil
26:59 The Role of Treasury Management in Economic Stability
28:52 Bitcoin vs. Government Bonds: A Future Perspective
30:21 Assessing Risk in Current Market Conditions
33:52 Opportunities Amidst Economic Uncertainty
View all episodes
By Mags
5
55 ratings
Maggie Lake sits down with Vincent Deluard, Director of Global Macro Strategy at StoneX Group, to discuss why liquidity issues, the California wildfires, and other factors may mean Treasury market sell-offs are the “new normal.” They also discuss the risks facing some tech companies as they try to navigate the new Trump administration and where Vincent sees the most opportunity as the MAGA agenda moves forward.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Chapters
00:00Market Dynamics and the Trump Administration's Influence
11:33 Inflation Trends and Their Impact on Treasuries
19:30 The Future of Bond Yields and Market Liquidity
20:02 Foreign Investment and U.S. Treasury Market Dynamics
22:18 Liquidity Challenges and Market Volatility
25:35 Global Economic Comparisons: U.S. vs. U.K. and Brazil
26:59 The Role of Treasury Management in Economic Stability
28:52 Bitcoin vs. Government Bonds: A Future Perspective
30:21 Assessing Risk in Current Market Conditions
33:52 Opportunities Amidst Economic Uncertainty
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