Yes, But What Will Break Markets?
Listen now
Description
This week Alf and Brent discuss how markets seem to be on the lookout for a release valve for the combination of a Fed talking about cuts while nominal growth doesn't call for them: commodiites, bond markets, and the US Dollar seem to be all brewing under the surface. But what will actually break markets?
More Episodes
In this week's episode, Brent and Alf discuss the implications of a Republican sweep. Markets reacted in a textbook way, but today they are busy unwinding most ''Trump trades''. Should we take Trump's agenda at face value and assume it's negative for bonds and positive for the USD? Or should we...
Published 11/08/24
Published 11/08/24
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
Links
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
