UBS' Cloherty: The Fed's Bond Purchases Are Peanuts

The video discusses rate strategies, focusing on the Fed's influence on bond markets and the impact of Treasury issuance. It highlights the historical significance of supply in the treasury market and compares the outlooks for inflation and supply. The discussion concludes with an evaluation of Treasurys as a hedge in investment portfolios, considering current yield levels and market conditions.

In what ways does the Federal Reserve's policy influence the Treasury yields?

Discuss the implications of low Treasury yields on investment strategies.