Risks Build As Bonds Shoot For The Moon...

Digital Finance Analytics (DFA) Blog

Oct 07 2023 | 00:17:20

00:00 / 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

July 10, 2024 • 00:12:03

Our Economic Update For July!

This is my quick economic summary for July, where I look over the recent data highlight some of the key questions ahead. http://www.martinnorth.com/ Go...

Episode

February 05, 2020 • 00:12:04

What If Negative Interest Rates Are Coming – And They Will Be Permanent? [Podcast]

We discuss a new Bank of England paper. And it turns current central banking thinking on its head! https://www.bankofengland.co.uk/working-paper/2020/eight-centuries-of-global-real-interest-rates-r-g-and-the-suprasecular-decline-1311-2018 Share this:EmailPrintTwitterFacebookLinkedInReddit

Episode 0

December 14, 2023 • 00:12:05

Do We Have A FED Pivot Now Then?

Is a great monetary pivot near as central bankers engineer a once-unthinkable soft landing in the world’s largest economy. It seems, finally, and for...