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.
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.