Bonds Bite Back: How and When Will the Fed Respond?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 5 March 2021

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Mar4,2021. Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to break down today’s volatile price action in bonds and high beta stocks. Boockvar explains that Fed Chairman Powell’s dovish comments earlier in the day triggered another sell-off in bonds as the market, emphasizing their fear of inflationary pressures to come in 2021, pushed back on the Fed for staying the course. Harrison and Boockvar explore a few different scenarios where the Fed could begin to move against the rise in rates including ramping up their bond buying programs and implementing yield curve control. They also examine the consequences of these actions and the possibility that the Fed will refrain from intervening until markets begin to break. Finally, Boockvar discusses equities, considering the potential winners and losers in this environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:28.1	T's and C's apply.
0:42.1	Fed Chairman Powell makes double noises.
0:44.6	The bond market in turmoil again.
0:46.8	High beta stocks also selling off.
0:49.3	All that and more coming right up with RVDB guest Peter Bulkbar.
0:54.5	Peter, welcome back to Real Vision.
0:57.3	Hi, thanks for having me.
0:59.3	No, I didn't mention the fact that you were the CIO of the Bleakly Advisory Group
1:04.8	and also the editor of the book report partially
1:08.7	because I didn't want to stumble as I keep on doing these intros
1:12.8	over and over again.
1:14.4	But a lot of stuff going on there, huh?
	...

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