BLOOMBERG Bloomberg Real Yield July 13, 2024
Bond yields moving sideways. We need them to be cheaper. We are going to test 1 . A lot of things have to go incredibly wrong to get down to 1 . 1. 2 on the 10 year, we have to be looking at a global recession. I think that continues to weigh on the u. S. Economy. The fed will have to come back and ease again. The fed is going nowhere. There has been a tremendous shift easier across the landscape in 2019. How can that happen in 2020 . It probably couldnt. Lisa everyone ganging up on bob michele. Joining me around the table is Marilyn Watson of blackrock, matt orbach of Morgan Stanley and Subad...