Pimco's Schneider Warns About Looming Treasury Supply Falloff

The video discusses the expected deceleration in treasury supply, influenced by the Treasury Borrowing Advisory Committee and changes in the T bill market. Despite the growing deficit and debt, the net effect on treasury issuance may change, leading to a reduction in supply. The video highlights the importance of understanding net supply effects in the marketplace.

What net supply effects are currently observed in the marketplace?

Discuss the relationship between the deficit, debt, and treasury issuance.