Unhedged What do bond markets know about the election?
Oct 24, 2024
Derek Brower, the US political news editor at the Financial Times, dives into how bond markets reflect electoral sentiments. He discusses the rise in 10-year Treasury yields amid speculation of a Trump victory, seen as a signal of inflationary policies. They explore polling trends, undecided voters, and the economic implications of a divided Congress. The conversation also touches on market speculations, including insights on Coca-Cola's performance amidst election uncertainties. Brower's expertise sheds light on the intricate dance between politics and financial markets.
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