Surveillance: Bond Vigilantes Are Back, Says Yardeni
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 June 2021
⏱️ 32 minutes
🧾️ Download transcript
Summary
Edward Yardeni, Yardeni Research President, says the bond vigilantes are back. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, discusses market multiples and sectors of the market that he thinks are attractive. Jeanine Wai, Barclays Capital Senior Analyst, says the supply response to higher oil prices has been very muted. Thomas Costerg, Pictet Wealth Management Senior U.S. Economist, says there is still a degree of caution in the U.S. economy. Robert Hormats, Tiedemann Advisors Management Director, says the Biden administration has a very good understanding of China.
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| 1:30.4 | Hey, Jeff Denny, joining us now. Got any research, president. Ed love to do this |
| 1:34.1 | with you. You coined the term bond vigilante decade ago and many people have |
| 1:39.4 | been asking a question where are the bond vigilantes with a yield still at |
| 1:42.6 | 160 on 10s. Where are they at? Well, I think they're actually back. You |
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