Latest / Macro Hive Conversations With Bilal Hafeez
Chris Crowe On End Of Safe Asset Shortage
In this episode, I talk with Chris Crowe. Chris is Head of Economic & Flow Research at one of the world's leading hedge funds, Capula Investment Management. He was previously UK Economist at Barclays for two years and prior to that, worked at the IMF for five years. He has also published in top economic journals. In this podcast we discuss:
Why bond yields have trended down in recent decades
The role of safe assets in this downtrend
Likely shifts in the supply and demand of safe assets and impact on bonds
Whether central banks have been captured by fiscal authorities
Whether the Fed will move…
The skinny
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