Eurodollar University

Bonds Across The World Are All Signaling The Exact Same Thing

Nov 30, 2023
The podcast explores the recent tanking of bond yields and how economic and monetary fundamentals, rather than inflation or treasury supply, are driving interest rates. It discusses signals from the US Treasury market and analyzes the changes in the yield curve. The podcast also highlights the decline in bond rates worldwide, indicating potential economic trouble and financial volatility.
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Episode notes
1
Introduction
00:00 • 2min
2
The Bond Market and the Changing Economy
02:14 • 5min
3
Analyzing signals from US Treasuries and the bull steepener case
07:11 • 2min
4
Changes in Yield Curve and Defiance of Global Yields
09:37 • 3min
5
Declining Bond Rates and Global Economic Concerns
12:10 • 5min