Volatility is Coming
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Description
The bond market is waking up to the idea that inflation might be a bit stickier and the Fed's hands are tied. Alf and Brent discuss what this implies for global macro asset classes, and highlight a few trade ideas.
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More Episodes
Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in positive territory, and investors are worried the sell-off can extend further.
Alf and Brent discuss a framework to assess bond yields, the role of tariffs, how to look at the US Dollar and...
Published 10/25/24
Published 10/25/24
Alf and Brent discuss the recent sharp moves in US election polls and betting markets: Trump's odds are moving up, and so are the odds of a Red Sweep. Is the market fully incorporating these odds? Also, the duo discusses the possibility of persistent financial repression regardless of who...
Published 10/18/24
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