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MKT Call 8/2/22: World Watches Taiwan & Bond Market Volatility Explodes

RiskReversal Pod

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Is There a Soft Landing in the Bond Market?

The two ten inversion doesn't signal anything. If it stays that way for a while, it kind of self fulfils a slow down in loans,. Why would a bank who borrows in the short and in lends in a long term make a loan? It's going to be much more expensive than you think to make up for that. The flipside is happening. And again, to your point, it's not good. I will always take my cues from the bn get over equity market. So no question about listin. Three and a half % in tenure with two years anchored at three. I think people would sign up for that in spa.

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