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Podcast: FICC Focus
Episode: Post-FOMC Rate Review With BNP Paribas’ Marshall: Macro Matters
Description: “The 10-year Treasury ending the year around 4.2-4.3% seems fair, but the recent selloff has been overdone,” William Marshall, head of US rates strategy at BNP Paribas says. Marshall joins host Ira Jersey, Bloomberg Intelligence’s chief US interest rate strategist on the Macro Matters edition of the FICC Focus Podcast to discuss his market views in the wake of the September FOMC meeting. The pair dissect recent yield moves across the curve, as well as underlying catalysts and narratives. These include a persistently high federal deficit, elevated Treasury issuance and potential sources of demand for securities amid a deluge...