Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next. At a time of multiple possible paths for US policy rates they discuss the state of the US labour market, how markets are evaluating future fiscal policy and the outlook for inflation.
Podden och tillhörande omslagsbild på den här sidan tillhör BNP Paribas Asset Management. Innehållet i podden är skapat av BNP Paribas Asset Management och inte av, eller tillsammans med, Poddtoppen.