bullish

Bond Yield Watch: Yellen has decided to inflate the debt away. Position accordingly..

495 Views25 Oct 2024 16:00
“I don’t have a hard-and-fast rule, but I would not like to see it drift above 2%.”— Janet Yellen on real interest costs, speaking to...
What is covered in the Full Insight:
  • Introduction: Context on Bond Yields
  • Janet Yellen's Comments on Real Interest Costs
  • Impact of Debt Ceiling and Its Historical Patterns
  • Market Disconnection: Bonds and Energy Prices
  • Investment Implications and Recommendations
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top 5%
Steno Research
Macro and Geopolitical Research House
Multi-AssetMacroeconomicsCross Asset Strategy
x