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Andy Constan on Fed Policy and Bond Market Myths: Macro Matters
Andy Constan on Fed Policy and Bond Market Myths
Macro Matters
The combination of potential expenditure cuts, which I estimate are around $300 billion per year, represent the largest fiscal tightening of my lifetime, says Andy Constan CIO of Damped Spring Advisors. Constan joins Bloomberg Intelligence Chief US Strategist Ira Jersey and US/CAD Senior Rates Strategy Associate Will Hoffman to discuss all things interest rates. They discuss some of the biggest bond market myths as well as the path forward for the Fed’s balance sheet as QT shifted into low gear. The trio also discuss the likelihood for shifts in Treasury issuance patterns as well as where monetary policy and bond yields may be headed next.
May 09, 2025