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EPISODE · Sep 26, 2023 · 21 MIN

Bonds Unhinged

from Macro Minutes

The main story in financial markets is fixed income and the relentless surge in yields. We explore why yields have been rising and curves steepening, whether this trend can continue, or what are the necessary ingredients for a turnaround.Participants:Jason Daw (Desk Strategy), Head of North America Rates StrategyBlake Gwinn (Desk Strategy), Head of US Rates StrategyLori Calvasina (Research), Head of U.S. Equity Strategy Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics Adam Cole (Desk Strategy), Chief Currency Strategist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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Bonds Unhinged

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This episode was published on September 26, 2023.

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The main story in financial markets is fixed income and the relentless surge in yields. We explore why yields have been rising and curves steepening, whether this trend can continue, or what are the necessary ingredients for a...

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