5-30US Swap Steepening - Proxy for Further Risk On

Trumponomics & The Trillion $$ Tsunami of Deficits

Volatility's Return and the Rising Risk of Policy Error

US Yield Curve to Steepen with a Clean Break

Bonds—Supply, Inflation, and the Treasury Yield Curve

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>Following a brief government shutdown on Thursday night, President Trump signed a budget agreement on Friday that will raise federal spending over the next two years by $296 billion above the limits imposed by 2011’s Budget Control Act.  There are some limited positives from the budget agreement: the deal takes government shutdowns off the table for two years and the debt ceiling is suspended until March 2019.  However, updated Congressional Budget Office (CBO) budget projections—once this…</p>

Following a brief government shutdown on Thursday night, President Trump signed a budget agreement on Friday that will raise federal spending over the next two years by $296 billion above the limits imposed by 2011’s Budget Control Act.  There are some limited positives from the budget agreement: the deal takes government shutdowns off the table for two years and the debt ceiling is suspended until March 2019.  However, updated Congressional Budget Office (CBO) budget projections—once this…

Friday's Budget Agreement Makes A Poor U.S. Fiscal Outlook Even Worse

US Treasury (10 Yr Generic)

Friday's Budget Agreement Makes A Poor U.S. Fiscal Outlook Even Worse