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Listen to the March 2023 Market Observer
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We continue to see that inflation hopes are springing eternal in the world’s bond markets in the Spring of 2023. The bond market is moving manically between elation that nagging inflation has finally been vanquished, and fears that it has not. It depends on the day, the hour, or even the minute after an “important number” is released, but bond traders continue to focus on the Federal Reserve’s (Fed) next move. Even after the plunge in bond yields the seizure of Silicon Valley Bank (SVB) and the worries about Credit Suisse, yields are still up considerably in the past year.
Listen to the March 2023 Market Observer
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