Lyn Alden on Gold, Real Bond Yields, and the Treasury s Bloated War Chest

Lyn Alden on Gold, Real Bond Yields, and the Treasury s Bloated War Chest

DB- Mar22, 2021. Lyn Alden of Lyn Alden Investment Strategy returns to the Daily Briefing to update Real Vision’s Jack Farley to share her analysis on the prospects of U.S. Treasury bond yields, given the Federal Reserve’s decision to give exemptions to banks’ supplementary leverage ratio (SLR) expire, and its apparent aversion to yield curve control (YCC). Alden tells Farley that forthcoming headline inflation figures could appear higher than true inflation due to base effects, and explains the how the record-high Treasury’s General Account (TGA) will affect bond yields going forward. Alden explains why she expects yields to be the release valve of volatility rather than the dollar, and notes that heightened uncertainty over macro variables makes this environment a paradise for pickers of individual stocks. Lastly, Alden shares her bullish thesis on Adobe Inc ($ADBE) and her evolving views on non-fungible tokens (NFTs). For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2051)

My Life in 4 Trades - How To Be a Calculated Risk-Taker

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To Go Too Far or Not Far Enough

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The market is all set for a 75-basis-point rate-hike in November, though San Francisco Federal Reserve President Mary Daly stoked an equity rally on Friday when she said the central bank should try to...

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Will the Market Pick a Direction?

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The yield on the 10-year U.S. Treasury note surged to a fresh cycle high of 4.18% on Thursday, as stocks struggled to hold gains amid more hawkish talk from Federal Reserve officials about inflation. ...

20 Loka 202233min

Yields Spike, Stocks Sag, the Fed Fiddles

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It’s as Simple as Supply vs. Demand

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All three major U.S. equity indexes were up more than 1% through midday Tuesday, as energy stocks hit a 52-week high relative to crude oil futures. That’s a data point Maggie Lake is sure to raise wit...

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It’s a Broad-Based Up Day

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“The U.S. Dollar Index is on the verge of actually looking weaker,” noted Dave Floyd around midday today. “Key levels are 112.50 and 112.21. A close below here and we’re looking at 109.64.” Is the pro...

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The Next Big Trade - The Godfather of MMT Explains It All

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Warren Mosler, an American economist and entrepreneur, is perhaps the leading proponent of Modern Monetary Theory (MMT). But what is MMT? And how can it help us understand what’s happening at a macro ...

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My Life in 4 Trades - How Bill Browder Took on Putin’s Oligarchs

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There’s nothing ordinary about Bill Browder’s life. After earning an MBA from the Stanford Graduate School of Business in 1989, he moved to Russia with the intention of becoming the “biggest capitalis...

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