'Bloomberg Real Yield': GSAM's Mike Swell

The video discusses the impact of COVID-19 on the US labor market and the economy, highlighting the role of the Federal Reserve and fiscal policy in addressing these challenges. It covers the outlook for the Treasury market, investment strategies, and potential Fed actions. The discussion also delves into credit markets, economic recovery, and the importance of asset allocation. The video concludes with an analysis of maturity walls and leveraged loans, emphasizing the Fed's intervention and liquidity support.

What role does fiscal policy play in the Fed's decision-making process?

What strategies should investors consider in the current economic climate?

Analyze the potential long-term effects of the pandemic on employment rates in the US.

Evaluate the effectiveness of the Fed's interventions during the pandemic.