Risks Build As Bonds Shoot For The Moon...

October 07, 2023 00:17:20
Risks Build As Bonds Shoot For The Moon...
Digital Finance Analytics (DFA) Blog
Risks Build As Bonds Shoot For The Moon...

Oct 07 2023 | 00:17:20

/

Show Notes

This has been another crazy week on the markets, as the truth of higher rates for longer has started to permeate not only bond markets, but equity markets too. And after a stunningly strong U.S. jobs report bolstered the case for more tightening from the Federal Reserve, the U.S. Treasury yield surge that has shaken markets in recent weeks may have further to run. As I discussed in my last show, US Jobs growth for September nearly doubled expectations as nonfarm payrolls increased by 336,000 for the month, strengthening views that policymakers will need to keep interest rates elevated to […]

Other Episodes

Episode

August 20, 2025 00:22:12
Episode Cover

The Cracks Are Showing In Housing Policy!

Today we look at the latest from the “housing Debate” as reflected in to current talk-fest, the YIMBY versus NIMBY debate, a case study...

Listen

Episode

September 10, 2024 01:39:40
Episode Cover

DFA Live Q&A Replay: Stressed: A Deep Dive Into The Latest Household Data

This is an edited version of a live discussion about the findings from our surveys and models as we look at the latest in...

Listen

Episode

March 31, 2025 01:23:27
Episode Cover

Its Edwin's Monday Evening Property Rant!

As the election campaign starts in earnest, Property Insider Edwin Almeida and I consider the policy options as they relate to housing and migration,...

Listen