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Retrained bond yields: A blessing in disguise - 7IM

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Manage episode 172866340 series 1339323
Content provided by Audioboom and TipTV Business. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and TipTV Business or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The fact that bond aren’t collapsing (yields rising) so far in the trump rally/Trumpflation is supportive of the Trump rally seen in the equities, says Matthew Yeates, Quantitative Investment Manager at 7IM.

Essentially restrained bond yields are proving to be a blessing in disguise. But what would happen if Trump delivers at the top end of the expectations, resulting in a massive spike in inflation expectations and bond yields? Will the equities crash in response to sharp spike in yields?

Watch Yeates, Trip TV Presenter Zak Mir and Presenter Jenney Hammond discuss the changing dynamics/relationship between related markets - inflation, stocks, and bonds.

#inflation, #indicator, #macro, #economy, #trading, #fundamentals, #equities, #stocks, #bonds, #yieldcurve, #investing, #US, #UK, #indices, #Trumptrade

  continue reading

2340 episodes

Artwork
iconShare
 
Manage episode 172866340 series 1339323
Content provided by Audioboom and TipTV Business. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and TipTV Business or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The fact that bond aren’t collapsing (yields rising) so far in the trump rally/Trumpflation is supportive of the Trump rally seen in the equities, says Matthew Yeates, Quantitative Investment Manager at 7IM.

Essentially restrained bond yields are proving to be a blessing in disguise. But what would happen if Trump delivers at the top end of the expectations, resulting in a massive spike in inflation expectations and bond yields? Will the equities crash in response to sharp spike in yields?

Watch Yeates, Trip TV Presenter Zak Mir and Presenter Jenney Hammond discuss the changing dynamics/relationship between related markets - inflation, stocks, and bonds.

#inflation, #indicator, #macro, #economy, #trading, #fundamentals, #equities, #stocks, #bonds, #yieldcurve, #investing, #US, #UK, #indices, #Trumptrade

  continue reading

2340 episodes

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