What Goes Up cover image

The Long Runway for Bond Shorts

What Goes Up

CHAPTER

Is a Recession Bolished for Bonds?

Yeye: I'm curious if you have a number in mind, like a yield that we should be bracing for. You know, is it four %, five %, say, in the ten year or the two year? And to pile one more question on top of that, everyone's sort of bracing for a recession, which traditionally would have been bolished for bonds,. i cause everyone to pile back in and bring those yields down. Yeye: We think things will go as far as the market wants to go. So we don't have sort of a target, like, ok, it's going to get to this leveen, we're done.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner