BlackRock’s Rieder on Ultra-Long Bonds

The video discusses the structural forces affecting Treasury yields and the potential demand for ultra long debt. It highlights the Treasury's survey of primary dealers and the feedback received. The Treasury Advisory Committee's insights on issuance strategies are explored, emphasizing the importance of filling the yield curve. The role of pension funds and insurance companies in demanding long-dated assets is examined, along with the connection between infrastructure funding and long-term bonds. The discussion concludes with the impact of international demand on U.S. Treasurys.

In what ways do pension funds and insurance companies influence the demand for long-dated assets?

What are the potential impacts of Treasury's issuance strategy on the overall market?