
Surveillance: Recession Chances with Hatzius (Podcast)
Bloomberg Surveillance
00:00
Is This Supporting for Risk Assets?
At three 50, the logic holds a lot better. But there's going to eventually be demand for ten and 30 year paper. And we haven't seen the key investor classes of japan or certain parts of europe really come in and start buying treasuries yet. When we do, that will be worth 35 to forty, five basis points and tins. That gets you back below three %. The curve more inverted, and the market even more worried about a recession. So en is this supportive for risk assets if the market is going to get more worried about recession? It could potentially have to reduce their estimates for margins and profits. This fed is behaving much differently than we might
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