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Surveillance: Bond Vigilantes with Yardeni

Bloomberg Surveillance

00:00

Current State of the Bond Market

A fixed income portfolio manager discusses the opportunities in the bond market despite rising yields, citing upcoming financial challenges consumers will face. They analyze the end of prior rate hiking cycles and the possibility of a soft landing, comparing it to previous cycles. The chapter also explores market dynamics, supply story impact, and caution about spreads in high yields.

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