How Hot is the U.S. Labor Market? With Julian Brigden
Real Vision: Finance & Investing
00:00
The Bearish Fed Perception of Bonds
Bonds are actually acting quite logically, right? So as I said, the curve is inverted. That bit is very logical. We're just sticking with this very hawkish Fed perception,. Two-year yields are basically function of what the Fed tells you they're going to do. Now, there is actually, well, I will say the bond market could be wrong. And this actually would be bad news for the real economy. It may not be bad News for certain companies within the equity market. If this equity market doesn't back off and we keep getting strong data, then these rate cuts. How do you get that without a swinging recession and a equity market meltdown? Yeah. Right
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