The Compound and Friends cover image

The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox

The Compound and Friends

00:00

Treasury Yields and Economic Dynamics

This chapter examines the recent trends in U.S. Treasury yields and their connection to economic forecasts, particularly emphasizing the Atlanta Fed's GDP Now model. It analyzes historical and current factors influencing yields, including inflation expectations and debt-to-GDP ratios, concluding that rising deficits pose less immediate risk to economic stability than often assumed. Additionally, the chapter explores the evolving role of gold as a global asset amid geopolitical tensions and shifting market sentiments.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app