📑 Research Notes for 2022-11-21
This week, we look at the liquidity crunch in treasuries, bonds being an alternative again, where value is in the bond market, and details of the FTX fallout.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Liquidity Crunch in Treasuries.
Richard Clarida, Former Federal Reserve Vice Chair & PIMCO Managing Director and Global Economic Advisor weighs in on the liquidity problem in the Treasuries market. He also discusses why he believes the Fed has more to accomplish. what the Fed will be looking at The fed has more to do. What is restrictive enough.
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Bonds are Back.
Bob Michele, JP Morgan Asset Management CIO & Global Head of Fixed Income & Afsaneh Beschloss, RockCreek Founder and CEO discuss the fallout from FTX, its impact on the markets and the need for regulation. Michele also shares that bonds are back and it's a good time to invest.
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Front End of Curve Is Where Investors Should Be.
Sherry Paul, senior portfolio manager at Morgan Stanley Private Wealth Management, discusses the PPI report, consumer spending, rate cuts, and crypto.
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The FTX Collapse, Explained.
Former CEO Sam Bankman-Fried was hailed as a savior of crypto before FTX’s implosion. Cryptocurrency exchange FTX was seen as a survivor in a struggling industry, but over the course of six days the exchange collapsed due to a sudden liquidity crunch. WSJ explains the factors that drove FTX’s growth and what led to its downfall.
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Last Week’s Market Performance Heatmap
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Curated by Joseph Lu, CFA®
Joseph is the founder and a managing director of Conscious Capital Advisors, as well as a CFA® Charterholder.
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The information presented in this newsletter is for educational purposes only and is not a solicitation or recommendation for any specific security, product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation you may read here.