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 they also zoom in on Canada where the Central Bank has been forced to aggressively cut interest rates.

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Check out Brent's research: https://www.spectramarkets.com/

Transcript: https://www.spectramarkets.com/tmtf-transcript-25oct24/