Jonathan Fine, the Global Head of Investment Grade at Goldman Sachs, teams up with George Cole, the Head of European Rates Strategy, to unravel the recent volatility in global bond markets. They discuss how inflation expectations and shifts in Federal Reserve policy are driving bond yield fluctuations. The duo explores investor sentiment, highlighting strong demand for corporate debt amid rising interest expenses. They also analyze the implications of U.S. economic growth on global yields and predict a complex landscape ahead for monetary policy.

Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in Goldman Sachs' Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices