AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
25min chapter
The Bottom Is In For Yields, NOT Equities | Vincent Deluard
Forward Guidance
Treasury Yields and Market Dynamics
This chapter explores the recent drop in treasury yields, driven by artificial factors rather than fundamental fiscal improvements. It discusses the interconnected roles of buyers like central banks and primary dealers, highlighting the implications of liquidity and market rebalancing. Additionally, the chapter examines the potential impacts on equities and the broader financial landscape as the treasury issuance strategies evolve.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode