📺 What Are Falling Bond Yields Telling Us?
From Macro EDGE Roundup recorded on 06/18/2024 (available to EDGE members)
In this short clip from Macro EDGE Roundup recorded on 06/18/2024 (available to EDGE members), Craig Shapiro and I discuss the potential causes and implications of a yield on the 10-year treasury bond falling and remaining below 4.2%.
We explore various economic indicators and scenarios that might influence bond prices, including a potential economic slowdown, inflation rates, and Federal Reserve actions.
Additionally, I mention the role of geopolitical and market events in shaping the bond market's movements.
00:00 Reasons For Breaking Below 4.2% And Staying There
00:38 Economic Slowdown And Market Reactions
01:37 Economic Indicators And Market Expectations
02:56 Yield Differential And Market Dynamics
03:29 Current Economic Trends
04:29 Economic Slowdown Speculation
04:45 Market Observations And Predictions
05:41 Fed's Market Influence
06:32 Impact Of Liquidity On The Bond Market
07:43 Small Caps Market Trends
08:46 Treasury General Account And Market Liquidity
09:38 Global Economic Trends And Fiscal Policies
10:35 Market Volatility And Regulatory Changes
11:36 European And Chinese Economic Conditions
12:21 US Political Landscape And Upcoming Events
13:16 Political Debates And Implications
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