Dexa/Odd Lots

Published Jan 10, 2025

Lots More on the Global Selloff in Government Bonds

Jay Barry of JPMorgan Securities breaks down the global government bond selloff, delving into employment impacts, term premiums, and the unique challenges posed by diverse fiscal and monetary policies across the US, Euro Area, and UK. He also explores strategies to engage non-traditional US treasury buyers amid these shifting dynamics.

Episode Highlights

Topics covered

Questions from this episode

- Will there be a rise in inflation as discussed in the episode Prof G Markets: The Biggest Stories of 2022 and the clip Market Reactions Unveiled?
  Asked by 21 people
- Will there be a rise in inflation after listening to the episode Prof G Markets: Winners and Losers Under Trump’s Second Term and the clip Economic Isolationism?
  Asked by 21 people
- Will there be a rise in inflation based on the discussions in the episode Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund? | Prof G Markets and the clip Economic Insights Unpacked?
  Asked by 18 people
- How is inflation affecting prices in the episode Prof G Markets: Winners and Losers Under Trump’s Second Term and the clip Economic Isolationism?
  Asked by 18 people
- Is the Fed's concern about the impact of slowing growth and higher rates on middle and lower-income consumers likely to push rate cuts out in the episode Third Quarter Review — with Aswath Damodaran | Prof G Markets and the clip Market Adjustments Ahead?
  Asked by 9 people
- According to finance experts, are we in a recession as discussed in the episode Prof G Markets: The Biggest Stories of 2022 and the clip Growth Economy Challenges?
  Asked by 8 people
- How is US fiscal policy changing in the episode 89 - Institutions are Bullish | Eric Peters and the clip Unprecedented Shift?
  Asked by 7 people
- What factors influence interest rate changes in the USA?
  Asked by 6 people
- Will there be a rise in inflation as discussed in the episode Prof G Markets: The Biggest Stories of 2022 and the clip Market Trends Ahead?
  Asked by 6 people
- What are the effects on the economy of cutting federal funds rates as discussed in the episode Talk Your Book: Betting on Duration and the clip Bond Market Dynamics?
  Asked by 5 people
- How is the economy recovering as discussed in the episode Volatility Hits Main Street (EP.265) and the clip Labor Market Insights?
  Asked by 3 people
- Was the economy headed for recession according to the episode Prof G Markets: NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran and the clip Yield Curve Skepticism?
  Asked by 3 people
- How is inflation affecting prices in the episode Winners and Losers Under Trump’s Second Term | Prof G Markets and the clip Market Reactions Post-Election?
  Asked by 2 people
- Was the economy headed for recession?
  Asked by 2 people
- How will the election affect the stock markets in the context of the episode Prof G Markets: Ozempic’s Market Impacts and Surging Bond Yields — with Downtown Josh Brown and the clip Market Dynamics Explained?
  Asked by 2 people

Episode Highlights

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