Episodes
Tuesday Sep 19, 2023
Fixed-income: The US 10-year yield is on the loose
Tuesday Sep 19, 2023
Tuesday Sep 19, 2023
The US 10-year yield is breaking on a combination of improved economic activity in the US since May and recently a rally in oil lifting energy prices and inflation expectations. We talk about the upside and downside case on bonds, and finally we talk about interest rates in Europe and why higher bond yields in Europe are sending a different signal than in the US, with Peter Garnry and Oskar Bernhardtsen.
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