Thomas is a long-time fixed income analyst and researcher with past stints at Fannie Mae, Freddie Mac, Credit Suisse, and JP Morgan Chase. During his presentation, he’ll take a hard look at the budget deficit, Treasury issuance, and bond market health. He will also explore the risks to the equity and credit markets created by the growing size and frequency of US Treasury auctions
The Fed is under the microscope like never before, with current Chair Jay Powell’s days at the helm numbered and the Trump Administration putting its stamp on the institution. The fixed-income markets are on edge, with key questions about debts, deficits, and inflation swirling. Plus, investors are trying to discern if a modest slowdown in growth and labor markets will turn into something worse. Find out what to do next in fixed income—with the help of our experts!