#33: U.S. Treasuries, the Forgotten Asset Class

Published: Feb. 4, 2021, noon

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Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

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I am your host Kristen Radosh of Arbor Research and Trading. Our presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

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Since our last podcast, the focus has been on Retail Investors and Hedge Funds, but what\\u2019s happening in U.S. Treasuries?
\\n\\xb7 How does the Treasury\\u2019s diminished borrowing estimates ($850B!) for Q1 \\u201921 matter for yields?
\\n\\xb7 Is the uptrend in yields still intact?
\\n\\xb7 What bumps in the road do you see? Will the Fed or investors finally get antsy?
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\\nThank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.
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\\nFor further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

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