Bond Volatility

The China story, that was also very interesting because these ladies, basically, a monetary plumbing expert is a bit of a mannequin. So she says, look, I mean, as long as it's idiosyncratic risks happening first at the fringes, we have seen moving it to the core,. The Fed doesn't have a mandate and doesn't want to, by the way, intervene at this stage. She has the feeling that China actually might have after the Politburo meeting to pull the trigger and actually devalue more aggressively. And last is the bond volatility guy who basically is a ball expert. He asked: What is the probability that the Fed is going to be at 6

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app