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14min chapter
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
Forward Guidance
The State of US and European Economies: Bond Markets and Interest Rates
This chapter analyzes the current state of the US and European economies, focusing on bond markets and interest rates. Topics discussed include the impact of mortgage-backed securities on the US economy, the reasons behind the muted sell-off in European bond markets, the role of the ECB in narrowing sovereign spreads, and the impact of various factors on European investors' demand for US treasuries.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode