Unhedged cover image

The ‘big beautiful’ budget vs the bond market

Unhedged

00:00

Bond Market Turbulence

This chapter explores the current turmoil in the bond market, characterized by rising yields and declining prices, particularly focusing on the 30-year US Treasury bond. The discussion delves into investor anxiety regarding proposed budget changes and the implications for U.S. assets, drawing parallels with past budget crises in the UK. Ultimately, it highlights the shifting investor sentiment and the potential for unforeseen financial repercussions in the face of increasing bond yields.

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