Wake Bonds Up, When November Ends

The hosts dive into the U.S. Treasury market's recent turmoil, driven by disappointing employment data and looming elections. They unravel the October labor market insights, linking job growth to inflation and market reactions. The conversation shifts to Treasury auction trends and funding forecasts amidst political uncertainties. Market dynamics are explored, highlighting the dollar's stronghold and its interplay with global economic shifts. Finally, they examine how upcoming election outcomes could drastically influence the treasury market and bond yields.