Yields Over Rates: Why the Bond Market Dictates the Flow of Money | Open Dialogue | Episode 40

Bond yields quietly move economies. They influence everything from interest rates and inflation to market confidence and government spending. Yet few understand how this hidden force shapes economies and financial systems.In this episode of Open Dialogue, Sameer Shetty speaks with Ashish Gupta, Chief Investment Officer, Axis Mutual Fund, to decode the world of bond yields — what they are, how they work, and why they matter.Together, they explain the relationship between bond yields, interest rates, and inflation, explaining why markets often react before central banks do. The conversation explores the yield curve, inverted yield curve, and how these indicators reveal expectations about future growth or recession.They also discuss how yields connect to credit spreads, fiscal discipline, and financial stability, illustrating why governments, investors, and even central banks watch them closely. From the repo rate in India to the Fed rate in the US, the episode explains how policy decisions ripple through markets — influencing borrowing costs, equity performance, and the broader global economy.This discussion helps you see why bond markets are called the “plumbing” of modern finance and how market expectations reflected in yields can signal what’s next for economic growth.Speakers –Sameer Shetty: Group Executive, Digital Banking & Strategic Programs, Axis BankAshish Gupta: Chief Investment Officer, Axis Mutual Fund🔔 Like, comment, and subscribe for more insights on markets, interest rates, and the global economy — only on Open Dialogue by Axis Bank.#BondMarkets #FinanceExplained #OpenDialogue #AshishGupta #InterestRates #Inflation #YieldCurve #InvestingInsights #GlobalEconomy #MarketTrends #FinancialEducation #EconomicOutlook #MoneyMatters #financialliteracy SUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST