Business:Investing
Today's slide deck: https://bit.ly/3cxdOyn -
Today, a bit more today on the Archegos kerfuffle, but more attention on the fresh rise in US treasury yields, which poked to new highs for the cycle in the belly of the US yield curve as US treasuries head for their worst quarterly performance in over 40 years. Even so, Junk bonds remain incredibly resilient amid a torrent of issuance. Elsewhere, the higher US yields - and importantly, the higher US real yields, are taking the USD higher, with USDJPY taking out the big 110.00 level as the quarter and Japanese financial year close tomorrow. The French OAT auction on Thursday is the one to watch in Europe. Today's call with Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
More Episodes
2020-03-13
893
2020-03-12
838
2020-03-11
754
2020-03-10
810
2020-03-09
801
2020-03-06
786
2020-03-05
745
2020-03-04
768
2020-03-03
711
2020-03-02
689
2020-02-28
704
2020-02-27
692
2020-02-26
759
2020-02-26
644
2020-02-25
655
2020-02-24
674
2020-02-21
703
2020-02-20
688
2020-02-19
653
Get this podcast on your
phone, FREE
