U-Turn
from Macro Minutes
The trends in markets since June - higher yields, lower equities, wider credit spreads - pulled a sharp U-turn over the past week. Lower bond yields have provided the impetus for a decent equity and credit rally. Listen to hear about where bond yields are headed from here and what it means for the equity market. Participants: Jason Daw (Desk Strategy), Head of North America Rates Strategy Blake Gwinn (Desk Strategy), Head of US Rates Strategy Michael Reid (Desk Strategy), US Economist Lori Calvasina (Research), Head of U.S. Equity Strategy Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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