

Surveillance: 'Screaming Buy' with Lyngen
Aug 30, 2023
Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, believes the 10-year treasury is a 'screaming buy.' Other topics discussed include the US avoiding recession, China's current trouble, and the balanced state of the US. Also explored are the impact of supply chain shifts, adapting to high interest rates and low default rates in the high yield market, and the potential effects of interest rates on companies and economic growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Relevance of Non-Farm Payrolls and the Fed's Rate Cut Plan
01:55 • 7min
Exploring Wealth and its Many Dimensions
08:54 • 2min
Economic Outlook and the Likelihood of a Soft Landing
10:40 • 14min
The Potential Impact of Supply Chain Shifts
24:18 • 3min
Adapting to High Interest Rates and Low Default Rates in the High Yield Market
27:34 • 2min
The Impact of Interest Rates on Companies and Economic Growth
29:15 • 3min