
147. Bond Markets with Nik Bhatia
The Bitcoin Standard Podcast
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Is There a One-to-One Relationship Between a Slowdown in the Global Economy and Declining Treasuries Yields?
I believe that in yield secular decline resumes, even though that thesis has been put to the test all year. The bond market does respond before the Fed, and it does show the Fed kind of what it should be doing. So as yields declining, it's telling us the economy slowing. That all is right within the world with the signal that we get from the fixed income market.
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