Cantor CEO Sees U.S. Treasuries as Floor for Bonds

The video discusses the current state of the Treasury market, highlighting the US's high interest rates and potential future rate hikes by the Fed. It compares the US market with Japan, noting differences in savings rates and demographics. The impact of global monetary policies, such as low interest rates and tight credit spreads, is examined. The video also explores the effects of Brexit on market opportunities and Cantor Fitzgerald's business strategy. Finally, it provides insights into current investment strategies, emphasizing conservative approaches and realistic return expectations.

What is one reason foreign buyers might be hesitant to invest in US Treasurys?

• High inflation rates in the US

• Hedging costs against the dollar are increasing

• US Treasurys have no natural carry characteristics

• The US has the lowest rates globally

What is a significant effect of ultra-loose monetary policy worldwide?

• Increased inflation rates

• Higher interest rates

• Distorted yields to record lows

• Wider credit spreads

How has Cantor Fitzgerald responded to the changes post-Brexit?

• By expanding its leveraged finance business

• By reducing its market share

• By focusing solely on the UK market

• By halting all expansion plans

What is a current strategy for investors to make money in the market?

• Looking for opportunities in equities

• Investing heavily in bonds

• Avoiding the market entirely

• Focusing on high-risk investments

What should investors manage according to the current market conditions?

• Their expectations for portfolio returns

• Their investment in real estate

• Their focus on short-term gains

• Their reliance on foreign markets