Bond Voyage?, High-Flyer, Building on Gains? 12/7/23
The Exchange
00:00
Analyzing Bond Yields and the Expectation of Fed Rate Cuts
This chapter of the podcast discusses the recent drop in yields and the bond market boom. It explores whether investors have become too optimistic about the possibility of Fed rate cuts and discusses factors such as better inflation data, hedge funds covering shorts, and the belief in deep rate cuts by the Fed next year. The hosts also mention the upcoming treasury options and the potential impact of tomorrow's jobs number on the rate cut hypothesis.
Play episode from 03:25
Transcript
