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BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

Record lows. This has been such an exceptional move. Not a good sign. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Its not just about growth, its about potential qe, potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. The rates market has another 25 basis points it could go. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joini...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

Much. The economic problem is much more on the fiscal side. The focus needs to shift on to fiscal stimulus now. More coordinated policy response. And all of the above strategy. Dont bigger and argue about doing payroll taxes are paid family leave, do them all. What the market need to see is fiscal policy makers starting to panic. Markets stop panicking when policymakers start panicking. The last fewtil days for that to happen. Here we are now. Jonathan what a week its been. The table,around collin martin, gregory staples, and michael began in. Michael, i want to begin with you. The Silver Lini...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

We all agree it will not do much. The economic problem is much more on the fiscal side. The focus needs to shift on to fiscal stimulus now. More coordinated policy response. An all of the above strategy. It is critically important we do that. Dont bicker and argue about doing payroll taxes or paid family leave, do them all. This is what the market needs to see, fiscal policy makers starting to panic. Markets stop panicking when policymakers start panicking. And starting to appreciate the urgency of the situation. It took until the last few days for that to happen. Here we are now. Jonathan wha...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

Exceptional move. Not a good sign. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Its not just about growth, its about potential qe, potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. The rates market has another 25 basis points it could go. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joining me around the table is george ru...

BLOOMBERG Bloomberg Real Yield July 13, 2024 - Vimarsana News

BLOOMBERG Bloomberg Real Yield July 13, 2024

This has been such an exceptional move. Not a good sign. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Its not just about growth, its about potential qe, potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. The rates market has another 25 basis points it could go. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joining me around ...