The Breakdown cover image

Will Earnings Reports Portend Recession?

The Breakdown

00:00

The Most Powerful Buyers and Treasuries Are All Bailing at Once

The rest of the world is hard landing largely in part because of the US soft landing. The biggest players in the $23.7 trillion US Treasuries market are in retreat. It's still not clear yet who that will be, but we do know there are going to be a whole lot more price sensitive.

Play episode from 09:32
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app