Madrid Knowledge Exchange 2018

Dan Siluk (Janus Henderson Investors): “We Will Probably Look Back to US Treasuries when the Fed Announces They Have Reached their Neutral point”

Date:

Dan Siluk (Janus Henderson Investors): “We Will Probably Look Back to US Treasuries when the Fed Announces They Have Reached their Neutral point”

Author: Meritxell Sedo

  1. “During the past decade, any bouts of volatility were short lived, because central bankers were coming to the rescue”
  2. “We are at the beginning of a new cycle, in which the Federal Reserve is stepping away, taking down its balance sheet, the European Central Bank has reduced their monthly purchases, and even the Bank of Japan is slowing down its quantitative easing program”
  3. “In the US, the necessity of financing a swelling deficit has significantly increased the supply in Treasuries”