Bond Market Dynamics
Jay discusses the current state of the bond market, highlighting that the term premium is more pronounced due to a steeper yield curve. The conversation reveals how recent changes in Fed policy and expectations have led to a significant increase in the estimated terminal funds rate, impacting market dynamics and future growth projections. The interplay between these factors suggests a complex landscape for investors navigating the bond sell-off.In this clip
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Odd Lots
Lots More on the Global Selloff in Government Bonds
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