Fixed-income: The US 10-year yield is on the loose
Saxo Market Call
English - September 19, 2023 13:00 - 15 minutes - 11.9 MB - ★★★★★ - 101 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Macro and FX: Central banks bonanza this week
The US 10-year yield is breaking on a combination of improved economic activity in the US since May and recently a rally in oil lifting energy prices and inflation expectations. We talk about the upside and downside case on bonds, and finally we talk about interest rates in Europe and why higher bond yields in Europe are sending a different signal than in the US, with Peter Garnry and Oskar Bernhardtsen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.