BLOOMBERG Bloomberg Real Yield July 13, 2024
Pmi will continue falling. It will be a big hit to china, hong kong, maybe all of asia. The bond market is saying something is wrong. Fixed income yields keep falling. Yields are incredibly low. They are pricing in structural stagnation, recession, or deflation. Negative yields overseas and the relative attractiveness of the treasury. Investors trying to fight to find safe havens. Jonathan joining me around the table in new york, priya misra, vishwanath tirupattur, and from minneapolis, Tony Rodriguez. We will talk about the data and then move into the treasury market. It is really quite messy...