Maggie Lake sits down with Vincent Deluard, Director of Global Macro Strategy at StoneX Group, to discuss why liquidity issues, the California wildfires, and other factors may mean Treasury market sell-offs are the “new normal.” They also discuss the risks facing some tech companies as they try to navigate the new Trump administration and where Vincent sees the most opportunity as the MAGA agenda moves forward. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Chapters

00:00Market Dynamics and the Trump Administration's Influence

11:33 Inflation Trends and Their Impact on Treasuries

19:30 The Future of Bond Yields and Market Liquidity

20:02 Foreign Investment and U.S. Treasury Market Dynamics

22:18 Liquidity Challenges and Market Volatility

25:35 Global Economic Comparisons: U.S. vs. U.K. and Brazil

26:59 The Role of Treasury Management in Economic Stability

28:52 Bitcoin vs. Government Bonds: A Future Perspective

30:21 Assessing Risk in Current Market Conditions

33:52 Opportunities Amidst Economic Uncertainty

Episode 07: Treasury Market Sell-offs The "New Normal"? with Vincent DeLuard

Maggie Lake Talking Markets