Lyn Alden on Gold, Real Bond Yields, and the Treasury’s Bloated War Chest

Published on
March 22nd, 2021
Duration
43 minutes

A Potential False Dawn: Banks, Oil, Tech, and Supplementary Leverage Ratios


Lyn Alden on Gold, Real Bond Yields, and the Treasury’s Bloated War Chest

Daily Briefing ·
Featuring Lyn Alden and Jack Farley

Published on: March 22nd, 2021 • Duration: 43 minutes

Lyn Alden of Lyn Alden Investment Strategy returns to the Daily Briefing to update Real Vision’s Jack Farley to share her analysis on the prospects of U.S. Treasury bond yields, given the Federal Reserve’s decision to give exemptions to banks’ supplementary leverage ratio (SLR) expire, and its apparent aversion to yield curve control (YCC). Alden tells Farley that forthcoming headline inflation figures could appear higher than true inflation due to base effects, and explains the how the record-high Treasury’s General Account (TGA) will affect bond yields going forward. Alden explains why she expects yields to be the release valve of volatility rather than the dollar, and notes that heightened uncertainty over macro variables makes this environment a paradise for pickers of individual stocks. Lastly, Alden shares her bullish thesis on Adobe Inc ($ADBE) and her evolving views on non-fungible tokens (NFTs). To save your seat for Crypto Gathering 2021, click here: http://www.realvision.com/crypto