Romas Budd - Dynamic Funds @RBuddDynamic
VP & Senior PM at Dynamic Funds | Committed to active bond portfolio management along with the value delivered by independent credit analysis Joined September 2019-
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Fed’s Goolsbee: Getting Shocks Pushing US In A Stagflationary Direction – BBG TV
This could be significant factor impacting financial markets into next year…
This could be significant factor impacting financial markets into next year…
Stagflation “lite” becoming more likely ?!…
Stagflation “lite” becoming more likely ?!…
Long bond yields sneaking up around the globe…
Long bond yields sneaking up around the globe…
Why tariff imports that are not that easily replaced with domestic production.
Why tariff imports that are not that easily replaced with domestic production.
Jobs data weak below the surface…
Wow.
Catch 22? As Fed is now in “reactive” vs “ proactive” mode.
Catch 22? As Fed is now in “reactive” vs “ proactive” mode.
Jobs market approaching “kink” where unemployment rate likely moves higher…
Tariff implementation may be slowed…but still likely to be very aggressive.
Price hikes appear to be settling into early 2000s type pace vs 2010s… could be significant for where bond yields settle in…
There are some concerning signs in the US jobs data including average workweek declines…
There are some concerning signs in the US jobs data including average workweek declines…
And yet retail investors seem to be positioned short in long term treasure ETF at yields of 4.8%+…
And yet retail investors seem to be positioned short in long term treasure ETF at yields of 4.8%+…
Portfolio managers own a lot of bonds right now…
Portfolio managers own a lot of bonds right now…
Interesting commentary re current govt policy and potential for yields to stay higher than expected…
Interesting commentary re current govt policy and potential for yields to stay higher than expected…
Divergence between USA treasury yields and economic data expectations is opening up…
Bond investors are paying up for credit exposure vs history.
Along with a new treasury secretary that has been vocal about extending the USA government’s average debt maturity, significant hurdles remain to getting long term yields sustainably lower…
Along with a new treasury secretary that has been vocal about extending the USA government’s average debt maturity, significant hurdles remain to getting long term yields sustainably lower…
Good question…
Former Fed Governor Kevin Warsh: The Fed doesn't seem to have a serious theory of inflation cnbc.com/video/2024/10/…
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