Cross Asset Investment Strategy - July-August 2017

Tuesday 01 August 2017

Cross Asset Investment Strategy - July-August 2017

This month's topic : Fed’s Balance sheet reduction: how will it impact the US Treasury market?

FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do. Even if the reduction of the Fed’s balance sheet will take place very gradually, the amount of Treasury securities that non-Fed investors will be very large. Moreover, the evolution of the Chinese FX policy will be crucial.

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