Bloomberg Surveillance Surveillance: Kaminski on a 6% 10-Year Yield
Aug 22, 2023
Kathryn Kaminski says a 6% 10-year yield is not crazy. Vincent Reinhart says current yield levels are sustainable. Chuck Grom says signs of a discretionary recession are emerging. David Rubenstein says fixed income returns are better than a year ago. The podcast also discusses market signals, higher rates, and the sustainability of yields, as well as the shift from services to goods and the state of pensions in the US.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Market Signals and Potential for Higher Rates
01:36 • 4min
Analyzing the 6% 10-Year Yield and Bond Market Outlook
05:50 • 2min
The Sustainability of Current Yields and the Impact of Monetary Policy
08:11 • 11min
Shift from Services to Goods: Consumer Electronics and Home Furnishings
19:12 • 3min
The Current State of Pensions in the United States
22:02 • 7min
Saturation of the Market and Controversy over ESG
28:32 • 3min