Sign up to save your podcasts
Or
Share #10: Is the Bond Market Finally Awakening?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#10: Is the Bond Market Finally Awakening?
Welcome to the tenth edition of our podcast series: Talking Data which offers timely insights into macro data and its impact on the economy and markets.
Our podcast features Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
We have been asking when the bond market will wake up. Today we will be discussing if we are starting to see signs of life.
Topics Include:
• Are Long-end yields and inflation at a critical juncture?
- Will yields rise or fall into the end of 2020? 2021?
- When could inflation (core or headline) finally pierce 2% YoY?
• How will further fiscal stimulus and a Biden victory factor in?
- Do deficits matter?
- Can the Fed counter-act with dovish policy?
• Investors are already positioned/hedged for higher yields, does this matter?
- How does the Fed's QE impact rates?Investors are already positioned/hedged for higher yields, does this matter?
- How does the Fed's QE impact rates?
For more information, please contact Gus Handler at [email protected]
View all episodes
By Arbor Research & Trading
4.8
3434 ratings
Welcome to the tenth edition of our podcast series: Talking Data which offers timely insights into macro data and its impact on the economy and markets.
Our podcast features Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.
We have been asking when the bond market will wake up. Today we will be discussing if we are starting to see signs of life.
Topics Include:
• Are Long-end yields and inflation at a critical juncture?
- Will yields rise or fall into the end of 2020? 2021?
- When could inflation (core or headline) finally pierce 2% YoY?
• How will further fiscal stimulus and a Biden victory factor in?
- Do deficits matter?
- Can the Fed counter-act with dovish policy?
• Investors are already positioned/hedged for higher yields, does this matter?
- How does the Fed's QE impact rates?Investors are already positioned/hedged for higher yields, does this matter?
- How does the Fed's QE impact rates?
For more information, please contact Gus Handler at [email protected]
More shows like Talking Data
View all
Macro Voices
3,061 Listeners
Top Traders Unplugged
590 Listeners
The Meb Faber Show - Better Investing
945 Listeners
Grant's Current Yield Podcast
660 Listeners
Real Vision: Finance & Investing
908 Listeners
The Market Huddle
360 Listeners
Macro Hive Conversations With Bilal Hafeez
100 Listeners
Eurodollar University
464 Listeners
The Grant Williams Podcast
1,351 Listeners
Inflection Point
107 Listeners
Wealthion - Be Financially Resilient
374 Listeners
Forward Guidance
276 Listeners
The Macro Trading Floor
216 Listeners
Thoughtful Money with Adam Taggart
418 Listeners
The Julia La Roche Show
78 Listeners