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Treasury

3 statements across 3 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Apr 23, 2018 by Michael Cembalest · across every show →

Everything said about Treasury, oldest first

Apr 23, 2018 bearish
Prediction Didn’t hold up
Cembalest: US municipal restructurings will rise continuously without federal intervention
“But absent intervention from the Fed or the Treasury, which I have a 95% confidence won't happen, we're gonna have Can you continuously rising stream of restructurings at the municipal level over the next few years?”
Michael Cembalest Apr 23, 2018 ▶ 43:32 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Apr 6, 2020 bearish
Prediction Not checkable as stated
Peters: Fed bailouts preventing capital destruction guarantee a prolonged low-return environment
“What the Fed is doing and the Treasury is they're saying, let's just make sure that no one goes broke, and let's make sure that none of this capital gets destroyed, and so I don't see how that doesn't lead to a long period of really low returns.”
Eric Peters Apr 6, 2020 ▶ 44:21 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Mar 8, 2021 negative
Insight
Peters: Central Banks Are No Longer Truly Independent of Treasuries
“We no longer really have independent central banks. They're working together with treasury, and politicians are looking at that as a solution right now, and inflation hasn't taken off.”
Eric Peters Mar 8, 2021 ▶ 34:56 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
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