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Real Vision: Finance & Investing

What Is the Bond Market Telling Us?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 11 October 2022

⏱️ 35 minutes

🧾️ Download transcript

Summary

The Bank of England intervened in the U.K gilt market for the second time in two days Tuesday, with the following warning: "Dysfunction in this market, and the prospect of self-reinforcing 'fire sale' dynamics pose a material risk to UK financial stability." Real Vision Macro Analyst James Helliwell joins Maggie Lake at the top of today’s Daily Briefing to talk about the BofE’s latest move and what kind of signal it is for a global financial system where conditions are already tight and tense. Meanwhile, the International Monetary Fund cut its global economic growth forecast on inflation’s negative effects, Russia’s invasion of Ukraine, and China’s broad-based slowdown. Maggie welcomes Komal Sri-Kumar, the president of Sri-Kumar Global Strategies, for a discussion of central bank policy and where there may be opportunities for investors who aren’t distracted by a hawkish Federal Reserve. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:37.3

What's the bond market trying to tell us?

0:39.3

Hi, everyone. Welcome to the Real Vision Daily Briefing.

0:42.2

We brought in some extra firepower today to help make sense of what is going on in these markets.

0:47.8

Joining me today, my colleague, James Helewell,

0:50.8

and Komal Sri Kumar, president of Sri Kumar Global Strategies. Welcome to both of you.

0:56.8

Thank you. Good to be back, Maggie.

0:59.4

I'm glad you always pledged to be in your company.

1:01.4

Thanks, James. This is the first time we've roped you into the 4 p.m.

1:05.6

And we appreciate it because you're sitting in London.

1:08.0

So I know it's late, but we really thought it was necessary to sort of break down what's going on

1:13.7

because we know we're in a pretty complex macro environment anyway.

1:17.5

But we saw a lot of late-day moves in the US market.

1:20.3

And in fact, we got a question. I'm going to start with a question right out of the gate

1:23.4

from no one knows thyself.

1:25.5

What spooked the market around 2.45 p.m. eastern time?

...

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