Economist (US Macro), RDQ Economics

Conrad DeQuadros

Economist (US Macro)

RDQ Economics

RDQ Economics provides global macroeconomic consulting services with an emphasis on U.S. economic fundamentals and monetary policy.  
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Our views are driven by consistent application of classical economic and monetary principles and has generated superior anticipation of changes in the stance of monetary policy and of movements in economic growth and inflation.
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The founders of RDQ Economics—John Ryding and Conrad DeQuadros—worked together on Wall Street for a decade, in the independent research space for nine years, and have experience in central banking at the Federal Reserve and the Bank of England.  John and Conrad have worked closely with fixed income, foreign exchange, and equity traders and portfolio managers, which has enabled their analysis and advice to be tailored to a clientele that is focused on trading and investment decisions.

Credit

<p>The fundamental case for low bond yields rests on two premises.  First, the neutral level of real yields will remain much lower than has been the case historically.  Second, inflation will continue to be held in check at levels below the Fed’s target rate of 2%.  At the present time, the roughly 2½% ten-year yield decomposes into a 2% inflation breakeven and a ½% real yield.  What happens to the low yield case from the impact of rate hikes predicated on, say, a sharper decline in the…</p>

The fundamental case for low bond yields rests on two premises.  First, the neutral level of real yields will remain much lower than has been the case historically.  Second, inflation will continue to be held in check at levels below the Fed’s target rate of 2%.  At the present time, the roughly 2½% ten-year yield decomposes into a 2% inflation breakeven and a ½% real yield.  What happens to the low yield case from the impact of rate hikes predicated on, say, a sharper decline in the…

Bonds—Supply, Inflation, and the Treasury Yield Curve

US Treasury (10 Yr Generic)

Bonds—Supply, Inflation, and the Treasury Yield Curve