Real Vision: Finance & Investing

What's Driving the Bond Market Bloodbath?

Oct 23, 2023
Explore the driving forces and implications of the bond market turmoil, including the impact of COVID-19 measures and geopolitical events. Analyze the recent volatility in the bond market and its effects on traditional safe assets. Understand the significance of negative correlation between S&P and US Treasury yields and the connection to market concerns about the US government's fiscal issues. Discuss the concept of yield curve control and its implications for the Fed. Explore the transition from structural tailwinds to headwinds in the bond market and potential impact of fiscal and military measures during a recession.
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Episode notes
1
Introduction
00:00 • 3min
2
The Infection Point in the Bond Market
02:41 • 9min
3
Analyzing the Recent Volatility in the Bond Market
11:45 • 4min
4
Implications of Bond Market Turmoil
15:40 • 4min
5
Understanding the Bond Market Bloodbath and the Need for Patience
19:43 • 3min
6
Yield Curve Control and Implications for the Fed
22:37 • 7min
7
Exploring the Shift in the Bond Market and Speculating on its Future
29:50 • 4min