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Morning Macro Call - 12.08.2020 | VP FX & Macro Strategy
US real yields have risen sharply over the past few trading days – in a throwback to the March COVID-19 crisis period. Back then, the Fed stepped in to restore normal functioning to a disorderly US bond market. But with the US Treasury on an issuance splurge and the Fed with little new monetary tools left in its toolkit – this tantrum can easily turn into a rout. YCC soon...?
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By VP FX & Macro StrategyUS real yields have risen sharply over the past few trading days – in a throwback to the March COVID-19 crisis period. Back then, the Fed stepped in to restore normal functioning to a disorderly US bond market. But with the US Treasury on an issuance splurge and the Fed with little new monetary tools left in its toolkit – this tantrum can easily turn into a rout. YCC soon...?