Janet Yellen

Janet Yellen appears in EP39 风满楼下集：全球衰退慢慢逼近，严防死守步步为营！漫聊下半年美股、美债、汇率 as the U.S. fiscal-policy figure attached to the episode’s discussion of short-term versus long-term Treasury issuance. 老麦 interprets the short-debt emphasis as a possible attempt to avoid locking in high long-term funding costs before eventual Federal Reserve cuts.

Ron Conway, Founder, SV Angel: Silicon Valley Bank Crisis adds Yellen through Ron Conway’s account of the Silicon Valley Bank weekend. Conway says he watched Yellen say on Sunday morning that the government was not going to guarantee deposits, became angry because the decision deadline was hours away, and later concluded she may have been avoiding getting ahead of regulators before consensus existed.

Connections

• U.S. Treasury — institution context.
• Treasury Duration Risk — long-bond supply and refinancing-cost frame.
• Federal Reserve and Monetary Policy Lag — rate path and timing context.
• Silicon Valley Bank, Deposit Guarantee Crisis Response, Systemic Risk Exception, Wally Adeyemo, and Graham Steele - SVB weekend context added by The Social Radars.