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Bloomberg Businessweek
Geopolitics and the Geometry of Global Trade
Jan 17, 2024
Olivia White from McKinsey discusses changing trade relationships. Mick Mulroy and Larry Liebert report on Iran's missile strike in Pakistan. Jennifer Petty shares research on commercial card trends. JoAnne Bianco talks about market trends and fund flows. Discussion on commercial real estate concerns and credit rating categories.
37:20
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Quick takeaways
- Trade relationships are changing as a result of geopolitical distance.
- Bond Blox does not anticipate the 10-year yield to exceed 5% again in this cycle.
Deep dives
Strong growth in assets under management for Bond Blox
Bond Blox, an ETF issuer focusing on US fixed income options, has seen its assets under management more than double in the past year.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode