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Bond Market Set to Fade Inflation, Shift Focus to Supply
In both cases, we’re going to really take a hard look at the deficit, issuance, bond market health, as shown by auctions and liquidity, and what the risks are to equity and credit markets as the Treasury begins to raise coupon auctions.
Thomas Tzitzouris is a managing director at Strategas, directing the Firm's fixed income research efforts. His work touches on all aspects of broad market fixed income strategy, as well as clients' asset/liability management needs. Mr. Tzitzouris' focus includes interest rate and credit term structure strategies, callable bond analysis, sector relative value research, and valuation analysis for Treasury, Agency, and high-grade corporates.
Before joining Strategas, Thomas worked as a senior analyst at Fannie Mae, leading Fannie's independent debt valuation team, and had previously spent time as a debt and derivatives analyst at Freddie Mac. He began his career as a quantitative research analyst with JPMorgan Asset Management's fixed income group. Mr. Tzitzouris holds a BS in Finance from Bryant University, an MS in Mathematics from Fairfield University, and an MA in Economics from George Mason University.
