Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
Michael Kao, former hedge fund manager and private investor, returns to Forward Guidance alongside Blockworks co-founder Michael Ippolito to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November.
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Michael Kao’s article discussed in the show: https://www.urbankaoboy.com/p/re-inflationoilgoldyield-curves-revisiting
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.