Jamie Rush

Tom Orlik, Chief Economist at Bloomberg Economics, and Jamie Rush, Director of Global Economics, dive deep into the intricacies of the natural rate of interest. They discuss how factors like deglobalization and fiscal policies have driven the cost of borrowing higher since 2019. The duo explains the significance of R-star and its impact on investment and saving behaviors. Moreover, they explore the influence of AI on interest rates and asset prices, alongside geopolitical shifts affecting foreign demand for Treasuries. Their insights shed light on the evolving economic landscape.

Jamie Rush, an expert from Bloomberg Economics, dives deep into the recent surge in long-term bond yields across the US, UK, and Japan. He discusses how inflation concerns and geopolitical tensions are impacting bond markets. The conversation reveals challenges like the UK's fiscal policy and its effect on investor confidence. Additionally, Rush highlights Japan's unique bond yield dynamics and the broader implications for global economic stability. It's a riveting exploration of why our world's financial landscape is shifting.

Tom Orlik, Chief Economist for Bloomberg Economics, and Jamie Rush, Director of Global Economics at Bloomberg, dive into the complexities of rising interest rates and their broad implications. They discuss how global factors like defense spending and deglobalization contribute to higher borrowing costs. The conversation highlights the intricate relationship between inflation, long-term borrowing, and investor expectations, all while underscoring the challenges governments face in this evolving economic landscape.