12min chapter

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

CHAPTER

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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode