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Real Vision: Finance & Investing

Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.21K Ratings

🗓️ 27 April 2018

⏱️ 56 minutes

🧾️ Download transcript

Summary

With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mean for equities? Julian Bridgen of Macro Intelligence 2 Partners joins to discuss all that and more. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ancient appliances, Billy Bragg and middle seats. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:31.4

That's real vision.com forward slash free.

0:37.0

free. Hi, I'm Raal Pal, co-founder and CEO of Real Vision.

0:44.0

Thank you so much for listening to the Real Vision Podcast.

0:48.0

At Real Vision, we pride ourselves in providing the best in-depth expert analysis available to help you understand the complex world of

0:55.7

finance, business and the global economy. If you like what you hear, I hope you'll accept

1:01.0

my invitation to try Real Vision Plus for 30 days for just one dollar.

1:06.0

Visit real Vision Podcast.com today and join us as we navigate the financial world together.

1:12.0

Cheers.

1:14.0

For almost four decades the world has lived with falling interest rates and falling inflation as bonds and equities have soared to previously unimaginable highs.

1:29.0

Entire careers have begun and ended during what will be looked back on as the halcyon days of global finance.

1:36.0

But in recent months as the Federal Reserve has very gently moved from QE to QT, the drums sounding

1:42.2

a possible end to that rosy market environment have begun to beat louder.

1:46.6

With the 10-year Treasury dancing either side of the supposedly all-important 3% level,

1:52.4

many feel a decisive move is in the offering,

1:54.7

potentially bringing with it some unexpected consequences. This week, on

2:00.4

adventures and finance, we're next for the Bonn Market. Today is the 26th of April 2018 and welcome everybody to episode 64 of

2:28.6

Adventures in Finance. Now in New York is Alex come in in Alex. Hey Grant, how are you? I am extremely well. I'm in

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