Ozan Tarman
speaker
716 appearances
2 recordings
1 series
first heard Apr 2025
last heard Sep 2025
Ozan Tarman’s voice in public audio — every appearance, attributed to the second.
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Appearances
And US 10 years still is not going to 6%.
It frustrates them.
This brings me to not in the in our big big ones, but big thematics, a key point.
Going forward, much beyond the fourth quarter, what's going to win?
The trust moments, my symbolic way of saying fiscal dominance or financial repression.
Again, as somebody who's experienced in these uh Turkeys, Hungries, Argentinas of the world.
What does dear Mr.
Bessan say as a former client friend, still a friend?
Banding the curve.
He literally said, I'll bend the turve, we will take care of the curve.
You know, he said, band, even not take care of.
Maybe through, like they do, being very watchful over the auctions, making sure auctions go very well, which they have been, one tips auction aside.
Maybe through buying much more on the short end, vice versa, buying more on the on the long.
end to make sure that those rates uh stay under control, Operation Twist, ALA 1112, they may win over majorities thought that uh fiscal dominance will win.
Mm.
My Godfield continues to say don't necessarily bet against whether you like it or not Fed and Treasury working more closely together on this a la US financial repression.
Going back to your
questions some clients Americans I meet in uh New York, London, or Sao Paulo.
are a bit taken aback by saying, are we becoming a bit emerging marketized?
What do you mean by treasury and Fed working even closely together?
Showing 321–340 of 716 · page 17 of 36
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