BLOOMBERG Bloomberg Real Yield July 14, 2024
Assets and into bonds. Rushing into treasuries. The perfect storm in the treasury market. People are very nervous. People are coming around to the various factors and uncertainties. The combination of the safe haven demand of treasury plus the idea that growth is slowing. Declining global growth. Lackluster growth. Trade tensions. Rhetoric with china is not only back but escalating. New tariffs on mexico. Mexico. The mexico exculpation escalation. This is a real problem. This is what the market is trying to do, recalibrating how much risk we should price in. Jonathan joining us now are our gue...