What Is The Big Trade for Treasuries in 2019?

The transcript discusses the Federal Reserve's response to economic conditions, including interest rate decisions and balance sheet runoff. It explores the impact of these actions on financial markets, the role of the Fed in curve flattening, and the potential effects of a government shutdown. The discussion also covers the performance of the dollar and the economic outlook, considering global factors and the Fed's data dependency.

What challenges does the Fed face in light of the government shutdown?

What are the potential implications of the dollar's performance as discussed in the text?