Episodes
Wednesday Oct 04, 2023
Spiking US long yields a dangerous moment for markets
Wednesday Oct 04, 2023
Wednesday Oct 04, 2023
Today features Saxo CIO Steen Jakobsen as we quickly discuss the dynamics driving the spike higher in long US treasury yields (and yields around the world). This sharp rise in real yields at the long end of the curve to remarkable new highs is creating a significant danger moment for markets. Investors should move to protect their portfolios.
Here is a chart deck supporting some key points from the podcast and more.
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