Can Still Find Value in Treasury Curve, Says M&G’s Bauer

The transcript discusses the current state of bond markets, highlighting potential volatility and the Federal Reserve's balancing act between market stability and credibility. It explores trading strategies, particularly in relation to treasury assets, and examines the European Central Bank's limited toolkit compared to the Fed. The conversation also touches on the bond curve and market expectations regarding central bank policies.

What does the move index suggest about future volatility in the bond markets?

How does the Federal Reserve balance its actions to avoid spooking the markets?

What factors should be considered when trading treasuries according to the text?

What challenges does the European Central Bank face compared to the Federal Reserve?

What are the implications of the TLTRO 3 program on market expectations?