16min chapter

Odd Lots cover image

Bill Gross on the End of the Great Bond Bull Market

Odd Lots

CHAPTER

Possibility of Rate Cuts and Bond Market Outlook

The chapter explores the possibility of rate cuts by the Fed and discusses the outlook for the bond market. It covers topics such as valuation metrics, Powell's efforts to lower the Fed funds rate, term premium, the inverted yield curve, and the impact of expansive fiscal policy. The speakers also share their bearish outlook on the bond market and discuss risks associated with the financial system's dependence on asset prices.

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