MRKT Matrix cover image

Yield Inversion Red Alert!

MRKT Matrix

00:00

The Yield Curve Is Getting More and More Fragile

The idea of a soft landing and no landing is getting more and more fraught it's a great word the inversion in the benchmark 210 yields has plumbed to new devs following today's cpi print. Warren Buffett unloaded his entire position from rosch by the way that obviously caught headlines we'll talk about Taiwan semi and the SMH but let's look at Lisa Abramowitz because we often cite her as well, she thinks an inverted yield curve still functions.

Transcript
Play full episode

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